+731.1%
ORCL vs WU
-20.2%
+751.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.5% |
| 7D | -11.2% | +11.7% | -22.8% | -14.9% |
| 30D | -18.8% | +12.6% | -31.4% | -22.7% |
| 3M | -18.8% | -0.5% | -18.3% | -19.3% |
| 6M | -39.7% | -18.2% | -21.5% | -36.8% |
| YTD | -39.6% | -19.0% | -20.6% | -36.8% |
| 1Y | -51.7% | -16.7% | -35.1% | -50.2% |
| 3Y | +10.2% | -21.0% | +31.3% | +12.1% |
| 5Y | +30.8% | -41.7% | +72.5% | +45.5% |
| 10Y | +252.1% | -35.0% | +287.1% | +258.8% |
| All | +731.1% | -20.2% | +751.3% | +612.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling