+4,364.6%
ORCL vs PWR
+8,583.6%
-4,219.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | +5.3% | +3.6% | +1.7% | +4.3% |
| 30D | +10.0% | -8.6% | +18.5% | +12.3% |
| 3M | -32.6% | -13.2% | -19.4% | -30.5% |
| 6M | +4.9% | +9.9% | -5.0% | +1.1% |
| YTD | -17.8% | +48.0% | -65.8% | -26.7% |
| 1Y | -28.0% | +66.2% | -94.2% | -37.5% |
| 3Y | +36.0% | +195.1% | -159.1% | +1.8% |
| 5Y | +88.7% | +442.6% | -353.8% | +20.5% |
| 10Y | +346.9% | +2,334.2% | -1,987.3% | +93.2% |
| All | +4,364.6% | +8,583.6% | -4,219.0% | +959.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling