+91.4%
ORCL vs WCC
+216.1%
-124.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.9% | -0.8% | +2.0% |
| 7D | +5.3% | +4.5% | +0.8% | +4.0% |
| 30D | +10.0% | -5.8% | +15.8% | +11.7% |
| 3M | -32.6% | -3.7% | -28.9% | -32.0% |
| 6M | +4.9% | +23.1% | -18.1% | -2.0% |
| YTD | -17.8% | +44.2% | -61.9% | -26.9% |
| 1Y | -28.0% | +62.1% | -90.1% | -38.4% |
| 3Y | +36.0% | +121.1% | -85.1% | +2.7% |
| All | +91.4% | +216.1% | -124.6% | +20.5% |
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 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