+246.0%
ORCL vs WEC
+186.5%
+59.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -6.5% | +1.4% | -7.9% | -6.9% |
| 30D | -16.6% | +12.8% | -29.4% | -19.3% |
| 3M | -21.6% | +11.2% | -32.8% | -23.9% |
| 6M | -39.4% | +6.6% | -46.0% | -40.8% |
| YTD | -38.7% | +13.8% | -52.5% | -41.7% |
| 1Y | -50.4% | +7.6% | -58.0% | -52.0% |
| 3Y | +8.1% | +62.2% | -54.1% | -10.6% |
| 5Y | +34.5% | +52.0% | -17.4% | +12.5% |
| 10Y | +246.0% | +189.4% | +56.6% | +160.4% |
| All | +246.0% | +186.5% | +59.5% | +160.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling