-53.1%
FISV vs OKE
+138.0%
-191.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.1% |
| 7D | -2.7% | +1.2% | -3.9% | -3.1% |
| 30D | 0.0% | +4.5% | -4.4% | -1.6% |
| 3M | -2.8% | +9.6% | -12.4% | -6.1% |
| 6M | -11.8% | +15.4% | -27.2% | -16.9% |
| YTD | -23.2% | +36.5% | -59.7% | -32.5% |
| 1Y | -62.0% | +39.0% | -101.0% | -66.7% |
| 3Y | -57.6% | +74.3% | -131.9% | -66.7% |
| All | -53.1% | +138.0% | -191.2% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 5y: compounded portfolio wealth divided by compounded OKE 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…
5y analysis · Full analysis span regression · 6 months rolling