+33,471.1%
ORCL vs PEG
+2,907.1%
+30,564.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +5.3% | +0.7% | +4.6% | +5.0% |
| 30D | +10.0% | -2.4% | +12.4% | +10.8% |
| 3M | -32.6% | -4.8% | -27.8% | -31.7% |
| 6M | +4.9% | -10.7% | +15.6% | +8.1% |
| YTD | -17.8% | -6.7% | -11.1% | -16.7% |
| 1Y | -28.0% | -6.8% | -21.1% | -27.1% |
| 3Y | +36.0% | +34.5% | +1.5% | +20.4% |
| 5Y | +88.7% | +35.8% | +53.0% | +64.9% |
| 10Y | +346.9% | +141.7% | +205.2% | +211.1% |
| All | +33,471.1% | +2,907.1% | +30,564.1% | +9,482.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PEG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling