+332.6%
OKLO vs WCC
+228.2%
+104.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.2% |
| 7D | +7.7% | +6.8% | +0.9% | +5.1% |
| 30D | -4.3% | -3.0% | -1.3% | -3.2% |
| 3M | -24.6% | +0.2% | -24.8% | -24.8% |
| 6M | -31.1% | +33.2% | -64.3% | -36.8% |
| YTD | -40.7% | +45.8% | -86.5% | -46.8% |
| 1Y | -42.4% | +68.4% | -110.8% | -50.2% |
| 3Y | +310.9% | +131.1% | +179.8% | +239.6% |
| 5Y | +332.6% | +225.6% | +107.0% | +257.4% |
| All | +332.6% | +228.2% | +104.4% | +257.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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