+1,032.4%
ORCL vs WU
-19.6%
+1,052.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.4% |
| 7D | +5.3% | -0.8% | +6.1% | +5.6% |
| 30D | +10.0% | -1.1% | +11.1% | +10.3% |
| 3M | -32.6% | -3.9% | -28.7% | -32.7% |
| 6M | +4.9% | -20.7% | +25.6% | +12.2% |
| YTD | -17.8% | -18.4% | +0.6% | -13.4% |
| 1Y | -28.0% | -8.1% | -19.9% | -28.2% |
| 3Y | +36.0% | -24.2% | +60.2% | +41.1% |
| 5Y | +88.7% | -50.4% | +139.2% | +125.8% |
| 10Y | +346.9% | -40.0% | +386.9% | +374.5% |
| All | +1,032.4% | -19.6% | +1,052.0% | +875.4% |
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