-49.5%
ORCL vs WST
+47.3%
-96.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.4% | -2.0% |
| 7D | -14.4% | +1.3% | -15.7% | -14.5% |
| 30D | -12.8% | +8.5% | -21.3% | -13.6% |
| 3M | -14.8% | +17.2% | -32.0% | -16.2% |
| 6M | -30.9% | +36.3% | -67.1% | -33.0% |
| YTD | -35.7% | +48.9% | -84.6% | -41.6% |
| 1Y | -49.5% | +42.9% | -92.4% | -54.1% |
| All | -49.5% | +47.3% | -96.8% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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