-49.4%
ORCL vs WEC
+7.6%
-57.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.6% |
| 7D | -6.5% | +1.4% | -7.9% | -5.2% |
| 30D | -16.6% | +12.8% | -29.4% | -6.6% |
| 3M | -21.6% | +11.2% | -32.8% | -13.7% |
| 6M | -39.4% | +6.6% | -46.0% | -35.7% |
| YTD | -38.7% | +13.8% | -52.5% | -29.9% |
| All | -49.4% | +7.6% | -57.0% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling