+33,471.1%
ORCL vs WEC
+3,978.4%
+29,492.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.3% |
| 7D | +5.3% | -0.3% | +5.5% | +5.4% |
| 30D | +10.0% | -1.3% | +11.3% | +10.4% |
| 3M | -32.6% | -3.9% | -28.7% | -32.0% |
| 6M | +4.9% | -8.3% | +13.2% | +7.0% |
| YTD | -17.8% | +3.1% | -20.8% | -19.7% |
| 1Y | -28.0% | +1.9% | -29.9% | -29.6% |
| 3Y | +36.0% | +41.9% | -5.9% | +15.5% |
| 5Y | +88.7% | +30.8% | +57.9% | +63.3% |
| 10Y | +346.9% | +141.9% | +205.0% | +196.7% |
| All | +33,471.1% | +3,978.4% | +29,492.7% | +10,091.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling