+251.6%
ORCL vs WCC
+492.1%
-240.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.1% | -5.0% | +1.2% |
| 7D | +0.5% | -5.7% | +6.2% | +1.8% |
| 30D | -15.3% | -13.5% | -1.8% | -12.3% |
| 3M | -18.2% | -12.9% | -5.4% | -15.5% |
| 6M | -38.4% | -10.7% | -27.8% | -36.9% |
| YTD | -37.7% | +30.0% | -67.7% | -42.0% |
| 1Y | -49.3% | +24.7% | -74.0% | -52.3% |
| 3Y | +10.6% | +136.6% | -125.9% | -12.3% |
| 5Y | +35.5% | +143.9% | -108.4% | +3.2% |
| 10Y | +251.6% | +465.9% | -214.3% | +131.3% |
| All | +251.6% | +492.1% | -240.5% | +131.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling