+33,471.1%
ORCL vs PNC
+4,099.5%
+29,371.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +5.3% | +1.4% | +3.9% | +4.8% |
| 30D | +10.0% | -3.8% | +13.8% | +11.5% |
| 3M | -32.6% | +9.0% | -41.6% | -34.8% |
| 6M | +4.9% | +16.6% | -11.7% | -1.0% |
| YTD | -17.8% | +20.4% | -38.2% | -23.5% |
| 1Y | -28.0% | +22.3% | -50.3% | -33.7% |
| 3Y | +36.0% | +124.5% | -88.5% | -0.5% |
| 5Y | +88.7% | +54.1% | +34.7% | +55.0% |
| 10Y | +346.9% | +276.3% | +70.6% | +154.5% |
| All | +33,471.1% | +4,099.5% | +29,371.6% | +5,320.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling