+24,538.0%
ORCL vs WDC
+10,331.9%
+14,206.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.1% |
| 7D | -11.2% | -28.0% | +16.8% | -5.5% |
| 30D | -18.8% | -34.9% | +16.1% | -11.9% |
| 3M | -18.8% | -41.6% | +22.8% | -10.6% |
| 6M | -39.7% | -45.4% | +5.6% | -34.0% |
| YTD | -39.6% | +53.3% | -92.9% | -46.8% |
| 1Y | -51.7% | +61.5% | -113.3% | -58.0% |
| 3Y | +10.2% | +712.3% | -702.1% | -30.5% |
| 5Y | +30.8% | +524.2% | -493.4% | -15.6% |
| 10Y | +252.1% | +616.5% | -364.4% | +104.5% |
| All | +24,538.0% | +10,331.9% | +14,206.1% | +6,196.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling