-30.1%
ORCL vs PLTD
-77.7%
+47.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.5% | +8.7% | +1.2% |
| 7D | +0.5% | +4.2% | -3.8% | +2.5% |
| 30D | -15.3% | +20.8% | -36.1% | -8.3% |
| 3M | -18.2% | -2.6% | -15.7% | -17.4% |
| 6M | -38.4% | -33.1% | -5.3% | -43.1% |
| YTD | -37.7% | -20.0% | -17.7% | -37.0% |
| 1Y | -49.3% | -21.6% | -27.6% | -48.4% |
| All | -30.1% | -77.7% | +47.6% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling