+32.7%
ORCL vs WCC
+124.0%
-91.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.9% | -0.8% | +1.9% |
| 7D | +5.3% | +4.5% | +0.8% | +3.9% |
| 30D | +10.0% | -5.8% | +15.8% | +11.9% |
| 3M | -32.6% | -3.7% | -28.9% | -32.1% |
| 6M | +4.9% | +23.1% | -18.1% | -2.6% |
| YTD | -17.8% | +44.2% | -61.9% | -27.8% |
| 1Y | -28.0% | +62.1% | -90.1% | -39.4% |
| All | +32.7% | +124.0% | -91.3% | -7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling