-49.5%
ORCL vs WFC
+2.7%
-52.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.2% | -2.4% |
| 7D | -14.4% | +4.5% | -18.9% | -15.2% |
| 30D | -12.8% | +7.4% | -20.2% | -14.4% |
| 3M | -14.8% | -0.5% | -14.3% | -14.6% |
| 6M | -30.9% | +11.7% | -42.6% | -32.6% |
| YTD | -35.7% | -4.6% | -31.0% | -33.8% |
| 1Y | -49.5% | +2.5% | -52.0% | -51.8% |
| All | -49.5% | +2.7% | -52.2% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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