+24,338.5%
ORCL vs PFE
+3,520.0%
+20,818.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.0% | -4.0% | -5.9% |
| 7D | -17.5% | -0.2% | -17.2% | -17.5% |
| 30D | -20.2% | +8.7% | -28.8% | -22.8% |
| 3M | -19.9% | +15.8% | -35.7% | -24.5% |
| 6M | -37.4% | +16.8% | -54.3% | -41.4% |
| YTD | -40.1% | +26.2% | -66.3% | -45.7% |
| 1Y | -53.4% | +29.9% | -83.3% | -58.3% |
| 3Y | +10.4% | +15.9% | -5.5% | +0.2% |
| 5Y | +29.8% | -20.6% | +50.4% | +33.4% |
| 10Y | +249.2% | +65.4% | +183.9% | +162.3% |
| All | +24,338.5% | +3,520.0% | +20,818.6% | +5,422.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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