Portland General Electric Company (POR) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$12,569
Total Return
25.69%
CAGR
4.68%
Dividends
$2,083.45
Yield on Cost
20.83%

Rolling Returns

1-Month (21 Trading Days)
Average+0.51%
Median+0.74%
Best+16.36%
Worst-19.19%
% of Windows Positive55.4%
1-Year (252 Trading Days)
Average+1.52%
Median-0.82%
Best+35.33%
Worst-18.78%
% of Windows Positive47.6%
3-Year (756 Trading Days)
Average+2.06%
Median+0.66%
Best+30.57%
Worst-18.08%
% of Windows Positive51.8%

Risk Metrics

Maximum Drawdown -28.44%
Average Drawdown -12.29%
Drawdown Duration 904 Trading Days
Sortino Ratio 0.46
Calmar Ratio 0.16
CVaR (5%) -2.88%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.72% (+42.99% ann.) +$1071.90 $109.40 $21.88 $0.18
2025 +14.29% +$1428.79 $482.76 $96.55 $0.77
2024 +4.34% +$433.68 $462.08 $92.41 $0.74
2023 -8.55% $855.26 $387.96 $77.59 $0.62
2022 -4.71% $470.94 $341.66 $68.33 $0.55
2021 +27.24% +$2724.49 $401.32 $80.26 $0.64
2020 -20.89% $2088.57 $287.58 $57.51 $0.46
2019 +24.40% +$2439.81 $333.90 $66.78 $0.53
2018 +3.30% +$330.44 $316.78 $63.36 $0.51
2017 +7.67% +$767.44 $311.99 $62.40 $0.50
2016 +22.01% +$2200.87 $349.65 $69.93 $0.56
2015 -1.29% $129.42 $315.03 $63.00 $0.50
2014 +28.58% +$2858.08 $372.99 $74.59 $0.60
2013 +13.69% +$1368.74 $404.68 $80.94 $0.64
2012 +11.78% +$1177.60 $430.50 $86.11 $0.69
2011 +20.65% +$2065.23 $492.62 $98.54 $0.80
2010 +10.81% +$1080.51 $515.38 $103.08 $0.83
2009 +9.23% +$922.55 $527.14 $105.43 $0.85
2008 -27.39% $2738.82 $353.55 $70.71 $0.58
2007 +4.70% +$470.41 $344.66 $68.93 $0.56
2006 partial -8.68% (-11.43% ann.) $867.62 $149.29 $29.86 $0.24

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial March 31, 2006 – October 9, 2007 -3.10% -2.05% $310.33 $383.73 $76.75 $0.62
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -40.23% -30.53% $4022.66 $433.15 $86.62 $0.70
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +81.68% +19.35% +$8168.36 $2308.34 $461.70 $3.71
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +179.00% +14.52% +$17900.02 $3895.29 $779.08 $6.23
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -36.41% -99.43% $3640.73 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -3.23% -5.15% $323.32 $272.00 $54.40 $0.44
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +21.38% +20.18% +$2138.23 $397.56 $79.51 $0.63
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.69% -7.08% $668.69 $366.61 $73.32 $0.59
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +11.23% +5.91% +$1122.70 $727.28 $145.45 $1.16
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +15.55% +9.65% +$1554.96 $761.59 $152.32 $1.22

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2006-09-21 $0.2250 0.89%
2006-12-21 $0.2250 0.82%
2007-03-22 $0.2250 0.76%
2007-06-21 $0.2350 0.86%
2007-09-21 $0.2350 0.84%
2007-12-21 $0.2350 0.88%
2008-03-20 $0.2350 1.05%
2008-06-23 $0.2450 1.02%
2008-09-23 $0.2450 1.00%
2008-12-23 $0.2450 1.35%
2009-03-23 $0.2450 1.36%
2009-06-23 $0.2550 1.30%
2009-09-23 $0.2550 1.23%
2009-12-23 $0.2550 1.22%
2010-03-23 $0.2550 1.32%
2010-06-23 $0.2600 1.37%
2010-09-22 $0.2600 1.28%
2010-12-22 $0.2600 1.15%
2011-03-23 $0.2600 1.09%
2011-06-22 $0.2650 1.02%
2011-09-22 $0.2650 1.10%
2011-12-22 $0.2650 1.06%
2012-03-22 $0.2650 1.07%
2012-06-21 $0.2700 1.02%
2012-09-21 $0.2700 0.99%
2012-12-21 $0.2700 0.97%
2013-03-21 $0.2700 0.90%
2013-06-21 $0.2750 0.93%
2013-09-23 $0.2750 0.96%
2013-12-23 $0.2750 0.91%
2014-03-21 $0.2750 0.86%
2014-06-23 $0.2800 0.83%
2014-09-23 $0.2800 0.85%
2014-12-23 $0.2800 0.73%
2015-03-23 $0.2800 0.75%
2015-06-23 $0.3000 0.87%
2015-09-23 $0.3000 0.84%
2015-12-23 $0.3000 0.83%
2016-03-22 $0.3000 0.76%
2016-06-23 $0.3200 0.76%
2016-09-22 $0.3200 0.73%
2016-12-22 $0.3200 0.73%
2017-03-23 $0.3200 0.71%
2017-06-22 $0.3400 0.71%
2017-09-22 $0.3400 0.73%
2017-12-22 $0.3400 0.75%
2018-03-23 $0.3400 0.85%
2018-06-22 $0.3630 0.86%
2018-09-24 $0.3630 0.79%
2018-12-24 $0.3630 0.78%
2019-03-22 $0.3630 0.70%
2019-06-24 $0.3850 0.69%
2019-09-24 $0.3850 0.68%
2019-12-24 $0.3850 0.69%
2020-03-24 $0.3850 0.97%
2020-06-24 $0.3850 0.89%
2020-09-24 $0.4080 1.17%
2020-12-24 $0.4080 0.98%
2021-03-24 $0.4080 0.86%
2021-06-24 $0.4300 0.91%
2021-09-24 $0.4300 0.88%
2021-12-23 $0.4300 0.83%
2022-03-24 $0.4300 0.80%
2022-06-24 $0.4530 0.97%
2022-09-23 $0.4530 0.90%
2022-12-23 $0.4530 0.93%
2023-03-24 $0.4530 1.00%
2023-06-23 $0.4750 1.00%
2023-09-22 $0.4750 1.10%
2023-12-22 $0.4750 1.10%
2024-03-21 $0.4750 1.15%
2024-06-24 $0.5000 1.17%
2024-09-24 $0.5000 1.04%
2024-12-24 $0.5000 1.13%
2025-03-24 $0.5000 1.14%
2025-06-24 $0.5250 1.28%
2025-09-25 $0.5250 1.20%
2025-12-22 $0.5250 1.10%
2026-03-23 $0.5250 1.03%
Total 79 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-24 $86.92 $17.38 $0.14 1.4841
2021-09-24 $87.56 $17.51 $0.14 1.4468
2021-12-23 $88.18 $17.64 $0.14 1.3719
2022-03-24 $88.77 $17.75 $0.14 1.3169
2022-06-24 $94.12 $18.82 $0.15 1.5988
2022-09-23 $94.84 $18.97 $0.15 1.5428
2022-12-23 $95.54 $19.11 $0.15 1.5570
2023-03-24 $96.24 $19.25 $0.15 1.6301
2023-06-23 $101.69 $20.34 $0.16 1.7631
2023-09-22 $102.53 $20.51 $0.17 1.8936
2023-12-22 $103.43 $20.69 $0.17 1.9155
2024-03-21 $104.34 $20.87 $0.17 2.0378
2024-06-24 $110.85 $22.17 $0.18 2.0741
2024-09-24 $111.89 $22.38 $0.18 1.8850
2024-12-24 $112.83 $22.57 $0.18 2.0581
2025-03-24 $113.86 $22.77 $0.18 2.0936
2025-06-24 $120.65 $24.13 $0.19 2.3926
2025-09-25 $121.91 $24.38 $0.20 2.2799
2025-12-22 $123.11 $24.62 $0.20 2.0709
2026-03-23 $124.19 $24.84 $0.20 1.9484
Total $2083.45 $416.68 $3.33 36.3612

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

UMH

CAGR 11.28% Total 8022.34% Final $812,234
1985-02-20 — 2026-04-14
CVSA

CAGR 14.12% Total 9836.27% Final $993,627
1991-06-21 — 2026-04-14
MNTK

CAGR -35.47% Total -89.86% Final $1,014
2021-01-22 — 2026-04-14