+9,721.4%
ORCL vs WWD
+14,867.0%
-5,145.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -6.5% | +0.4% | -6.9% | -6.6% |
| 30D | -16.6% | -0.4% | -16.2% | -16.5% |
| 3M | -21.6% | -6.1% | -15.5% | -20.3% |
| 6M | -39.4% | -9.5% | -29.8% | -38.3% |
| YTD | -38.7% | +10.8% | -49.5% | -41.5% |
| 1Y | -50.4% | +23.5% | -73.9% | -54.3% |
| 3Y | +8.1% | +151.3% | -143.2% | -19.0% |
| 5Y | +34.5% | +187.8% | -153.3% | -4.5% |
| 10Y | +246.0% | +461.1% | -215.1% | +89.2% |
| All | +9,721.4% | +14,867.0% | -5,145.6% | +2,714.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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