+251.6%
ORCL vs WCN
+302.6%
-51.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.0% |
| 7D | +0.5% | +1.2% | -0.7% | 0.0% |
| 30D | -15.3% | +24.6% | -39.9% | -22.9% |
| 3M | -18.2% | +14.2% | -32.4% | -23.0% |
| 6M | -38.4% | +25.7% | -64.1% | -45.0% |
| YTD | -37.7% | +9.3% | -47.0% | -41.1% |
| 1Y | -49.3% | +15.3% | -64.6% | -53.4% |
| 3Y | +10.6% | +48.6% | -38.0% | -14.4% |
| 5Y | +35.5% | +46.9% | -11.4% | +3.6% |
| 10Y | +251.6% | +298.1% | -46.5% | +70.7% |
| All | +251.6% | +302.6% | -51.1% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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