+368.8%
ORCL vs PNC
+268.7%
+100.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | +10.9% | -0.7% | +11.6% | +11.2% |
| 30D | +7.0% | -4.4% | +11.4% | +8.7% |
| 3M | -21.2% | +4.5% | -25.7% | -22.6% |
| 6M | +7.4% | +19.1% | -11.7% | +0.3% |
| YTD | -16.3% | +18.0% | -34.3% | -21.9% |
| 1Y | -32.3% | +24.1% | -56.4% | -38.2% |
| 3Y | +32.6% | +130.0% | -97.5% | -5.8% |
| 5Y | +93.1% | +50.4% | +42.7% | +59.4% |
| 10Y | +368.8% | +271.3% | +97.5% | +166.1% |
| All | +368.8% | +268.7% | +100.0% | +166.1% |
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