-49.5%
ORCL vs WCC
+24.5%
-73.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.9% | +8.0% | +1.8% |
| 7D | -14.4% | -8.8% | -5.6% | -11.5% |
| 30D | -12.8% | -16.0% | +3.2% | -7.3% |
| 3M | -14.8% | -15.2% | +0.4% | -10.0% |
| 6M | -30.9% | -8.4% | -22.5% | -29.1% |
| YTD | -35.7% | +30.1% | -65.8% | -43.0% |
| 1Y | -49.5% | +26.4% | -75.9% | -54.5% |
| All | -49.5% | +24.5% | -73.9% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling