+33,471.1%
ORCL vs WST
+12,330.1%
+21,141.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.3% |
| 7D | +5.3% | +0.7% | +4.5% | +5.0% |
| 30D | +10.0% | -3.1% | +13.1% | +11.0% |
| 3M | -32.6% | +7.2% | -39.8% | -34.1% |
| 6M | +4.9% | +36.8% | -31.9% | -5.3% |
| YTD | -17.8% | +23.8% | -41.6% | -23.7% |
| 1Y | -28.0% | +37.8% | -65.8% | -35.8% |
| 3Y | +36.0% | -15.9% | +51.9% | +30.8% |
| 5Y | +88.7% | -25.8% | +114.5% | +83.2% |
| 10Y | +346.9% | +319.6% | +27.3% | +123.4% |
| All | +33,471.1% | +12,330.1% | +21,141.0% | +4,787.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling