+251.6%
ORCL vs PWR
+1,915.1%
-1,663.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.4% | -6.2% | -0.3% |
| 7D | +0.5% | -4.8% | +5.3% | +1.8% |
| 30D | -15.3% | -16.2% | +0.9% | -10.0% |
| 3M | -18.2% | -11.9% | -6.3% | -15.1% |
| 6M | -38.4% | -20.6% | -17.8% | -34.2% |
| YTD | -37.7% | +40.3% | -78.0% | -47.4% |
| 1Y | -49.3% | +33.0% | -82.3% | -56.2% |
| 3Y | +10.6% | +250.0% | -239.4% | -32.1% |
| 5Y | +35.5% | +404.2% | -368.7% | -27.9% |
| 10Y | +251.6% | +1,865.8% | -1,614.2% | +14.5% |
| All | +251.6% | +1,915.1% | -1,663.5% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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