+363.4%
ORCL vs WU
-41.4%
+404.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.9% | +3.0% |
| 7D | +15.0% | -0.8% | +15.9% | +15.2% |
| 30D | +10.5% | -1.1% | +11.7% | +10.8% |
| 3M | -23.0% | -1.8% | -21.2% | -23.8% |
| 6M | +7.0% | -23.9% | +30.9% | +14.0% |
| YTD | -15.8% | -20.4% | +4.6% | -11.8% |
| 1Y | -31.1% | -10.6% | -20.5% | -30.7% |
| 3Y | +33.3% | -27.7% | +61.0% | +39.5% |
| 5Y | +94.3% | -51.1% | +145.4% | +132.1% |
| 10Y | +363.4% | -40.7% | +404.1% | +388.6% |
| All | +363.4% | -41.4% | +404.8% | +388.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling