-44.9%
ORCL vs WEC
+8.0%
-52.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.4% | +8.4% | +9.2% |
| 7D | +3.8% | -0.5% | +4.3% | +3.2% |
| 30D | -6.6% | +12.0% | -18.5% | +4.0% |
| 3M | -11.4% | +11.1% | -22.5% | -2.8% |
| 6M | -33.3% | +6.0% | -39.3% | -29.7% |
| YTD | -33.3% | +14.3% | -47.5% | -23.5% |
| 1Y | -44.9% | +8.0% | -52.9% | -40.1% |
| All | -44.9% | +8.0% | -52.9% | -40.1% |
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