+10.2%
ORCL vs WDC
+720.9%
-710.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.2% |
| 7D | -11.2% | -28.0% | +16.8% | -2.8% |
| 30D | -18.8% | -34.9% | +16.1% | -8.8% |
| 3M | -18.8% | -41.6% | +22.8% | -7.1% |
| 6M | -39.7% | -45.4% | +5.6% | -31.9% |
| YTD | -39.6% | +53.3% | -92.9% | -52.8% |
| 1Y | -51.7% | +61.5% | -113.3% | -63.3% |
| 3Y | +10.2% | +712.3% | -702.1% | -57.5% |
| All | +10.2% | +720.9% | -710.7% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling