+9.8%
ORCL vs PNC
+113.6%
-103.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +2.5% |
| 7D | +0.5% | -0.2% | +0.6% | +0.5% |
| 30D | -15.3% | +6.5% | -21.8% | -16.6% |
| 3M | -18.2% | -7.6% | -10.6% | -16.6% |
| 6M | -38.4% | +8.5% | -46.9% | -40.1% |
| YTD | -37.7% | +14.5% | -52.2% | -40.8% |
| 1Y | -49.3% | +29.7% | -79.0% | -53.9% |
| All | +9.8% | +113.6% | -103.8% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling