+25.0%
ORCL vs FISV
-59.8%
+84.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.6% | -6.0% | -5.4% |
| 7D | -0.7% | -7.2% | +6.5% | +0.1% |
| 30D | +5.1% | -7.2% | +12.3% | +6.0% |
| 3M | -23.7% | -8.2% | -15.6% | -23.2% |
| 6M | +3.1% | -17.7% | +20.8% | +5.2% |
| YTD | -20.8% | -27.2% | +6.4% | -18.2% |
| 1Y | -52.9% | -63.0% | +10.1% | -48.8% |
| All | +25.0% | -59.8% | +84.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FISV 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling