-32.2%
ORCL vs PLTD
-76.4%
+44.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | -0.3% |
| 7D | -11.2% | +13.7% | -24.9% | -6.5% |
| 30D | -18.8% | +18.4% | -37.3% | -12.7% |
| 3M | -18.8% | -7.5% | -11.3% | -19.3% |
| 6M | -39.7% | -31.3% | -8.4% | -43.8% |
| YTD | -39.6% | -15.4% | -24.2% | -37.7% |
| 1Y | -51.7% | -18.4% | -33.3% | -50.2% |
| All | -32.2% | -76.4% | +44.2% | -49.9% |
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