-28.0%
ORCL vs WDC
+441.9%
-469.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.9% | -2.8% | +2.0% |
| 7D | +5.3% | +1.7% | +3.5% | +4.9% |
| 30D | +10.0% | -10.0% | +19.9% | +11.6% |
| 3M | -32.6% | -18.8% | -13.8% | -31.0% |
| 6M | +4.9% | +79.0% | -74.1% | -7.3% |
| YTD | -17.8% | +171.6% | -189.3% | -36.0% |
| 1Y | -28.0% | +417.4% | -445.4% | -53.5% |
| All | -28.0% | +441.9% | -469.9% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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