+4,822.5%
ORCL vs WCN
+6,839.3%
-2,016.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.2% | +3.4% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | +10.0% | +0.4% | +9.5% | +9.8% |
| 3M | -32.6% | +7.3% | -39.9% | -34.4% |
| 6M | +4.9% | -2.5% | +7.4% | +4.6% |
| YTD | -17.8% | -5.4% | -12.4% | -17.4% |
| 1Y | -28.0% | -8.5% | -19.5% | -27.3% |
| 3Y | +36.0% | +20.8% | +15.2% | +25.2% |
| 5Y | +88.7% | +30.0% | +58.7% | +69.1% |
| 10Y | +346.9% | +238.4% | +108.5% | +204.6% |
| All | +4,822.5% | +6,839.3% | -2,016.8% | +1,614.1% |
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