+3,512.6%
ORCL vs WCN
+7,873.9%
-4,361.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.2% |
| 7D | -11.2% | +2.9% | -14.1% | -12.0% |
| 30D | -18.8% | +22.1% | -40.9% | -23.9% |
| 3M | -18.8% | +13.2% | -32.0% | -22.2% |
| 6M | -39.7% | +23.7% | -63.4% | -44.1% |
| YTD | -39.6% | +8.7% | -48.4% | -42.1% |
| 1Y | -51.7% | +15.3% | -67.1% | -54.7% |
| 3Y | +10.2% | +46.0% | -35.8% | -4.5% |
| 5Y | +30.8% | +45.9% | -15.1% | +12.7% |
| 10Y | +252.1% | +311.1% | -59.0% | +125.6% |
| All | +3,512.6% | +7,873.9% | -4,361.2% | +1,100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling