-49.6%
ORCL vs WDC
+70.8%
-120.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +9.9% | -6.7% | +1.0% |
| 7D | +0.5% | -14.4% | +14.9% | +3.6% |
| 30D | -15.3% | -27.1% | +11.8% | -9.8% |
| 3M | -18.2% | -33.3% | +15.0% | -12.1% |
| 6M | -38.4% | -39.6% | +1.2% | -33.1% |
| YTD | -37.7% | +68.4% | -106.1% | -45.2% |
| All | -49.6% | +70.8% | -120.4% | -55.8% |
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