+29.8%
ORCL vs PWR
+349.5%
-319.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -12.3% | +5.4% | -1.7% |
| 7D | -17.5% | -19.9% | +2.4% | -9.8% |
| 30D | -20.2% | -29.3% | +9.1% | -8.1% |
| 3M | -19.9% | -25.5% | +5.5% | -10.3% |
| 6M | -37.4% | -34.0% | -3.4% | -27.0% |
| YTD | -40.1% | +20.7% | -60.8% | -47.9% |
| 1Y | -53.4% | +12.3% | -65.7% | -58.0% |
| 3Y | +10.4% | +201.9% | -191.5% | -32.3% |
| 5Y | +29.8% | +336.8% | -307.0% | -32.3% |
| All | +29.8% | +349.5% | -319.7% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling