-32.3%
ORCL vs FISV
-64.1%
+31.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | -0.3% |
| 7D | +10.9% | -6.4% | +17.3% | +11.2% |
| 30D | +7.0% | -6.8% | +13.8% | +7.4% |
| 3M | -21.2% | -10.0% | -11.2% | -20.8% |
| 6M | +7.4% | -20.6% | +28.0% | +8.3% |
| YTD | -16.3% | -27.6% | +11.3% | -15.7% |
| 1Y | -32.3% | -64.3% | +32.0% | -48.9% |
| All | -32.3% | -64.1% | +31.8% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling