+33,471.1%
ORCL vs WDC
+18,381.1%
+15,090.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -31.2% |
| 6M | +4.9% | +79.0% | -74.1% | -8.7% |
| YTD | -17.8% | +171.6% | -189.3% | -34.8% |
| 1Y | -28.0% | +417.4% | -445.4% | -49.9% |
| 3Y | +36.0% | +1,251.8% | -1,215.8% | -22.1% |
| 5Y | +88.7% | +911.7% | -823.0% | +11.1% |
| 10Y | +346.9% | +1,399.6% | -1,052.7% | +126.0% |
| All | +33,471.1% | +18,381.1% | +15,090.1% | +7,619.1% |
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