-28.0%
ORCL vs PEP
-3.0%
-25.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.7% | +2.7% |
| 7D | +5.3% | -1.4% | +6.7% | +4.4% |
| 30D | +10.0% | +0.2% | +9.7% | +10.2% |
| 3M | -32.6% | -1.1% | -31.5% | -32.6% |
| 6M | +4.9% | -13.5% | +18.4% | -2.4% |
| YTD | -17.8% | -1.2% | -16.6% | -19.3% |
| 1Y | -28.0% | -1.6% | -26.4% | -30.2% |
| All | -28.0% | -3.0% | -25.0% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded PEP 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling