-31.1%
ORCL vs WCN
-8.2%
-22.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +1.8% |
| 7D | +15.0% | -0.4% | +15.4% | +14.7% |
| 30D | +10.5% | -2.1% | +12.7% | +9.3% |
| 3M | -23.0% | +6.4% | -29.4% | -20.8% |
| 6M | +7.0% | -3.7% | +10.7% | +7.6% |
| YTD | -15.8% | -6.4% | -9.5% | -18.6% |
| 1Y | -31.1% | -7.9% | -23.1% | -36.2% |
| All | -31.1% | -8.2% | -22.9% | -36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling