-31.1%
ORCL vs WDC
+416.6%
-447.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +2.0% |
| 7D | +15.0% | +6.0% | +9.0% | +13.7% |
| 30D | +10.5% | +9.9% | +0.6% | +8.2% |
| 3M | -23.0% | -9.4% | -13.6% | -22.8% |
| 6M | +7.0% | +94.7% | -87.7% | -6.8% |
| YTD | -15.8% | +177.3% | -193.1% | -34.7% |
| 1Y | -31.1% | +412.4% | -443.5% | -54.6% |
| All | -31.1% | +416.6% | -447.6% | -54.6% |
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