+246.0%
ORCL vs PNC
+214.2%
+31.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -6.5% | +0.8% | -7.3% | -6.7% |
| 30D | -16.6% | +6.5% | -23.0% | -18.4% |
| 3M | -21.6% | -7.3% | -14.3% | -19.6% |
| 6M | -39.4% | +8.5% | -47.9% | -41.4% |
| YTD | -38.7% | +14.5% | -53.1% | -42.2% |
| 1Y | -50.4% | +29.1% | -79.4% | -55.4% |
| 3Y | +8.1% | +113.7% | -105.6% | -20.8% |
| 5Y | +34.5% | +35.7% | -1.2% | +15.3% |
| 10Y | +246.0% | +203.7% | +42.4% | +127.6% |
| All | +246.0% | +214.2% | +31.8% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling