+94.3%
ORCL vs FISV
-55.8%
+150.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.0% | +6.4% | +3.1% |
| 7D | +15.0% | -1.6% | +16.6% | +15.3% |
| 30D | +10.5% | -3.0% | +13.5% | +11.1% |
| 3M | -23.0% | -3.5% | -19.5% | -23.0% |
| 6M | +7.0% | -19.4% | +26.4% | +10.7% |
| YTD | -15.8% | -24.3% | +8.5% | -12.0% |
| 1Y | -31.1% | -62.4% | +31.3% | -20.6% |
| 3Y | +33.3% | -58.2% | +91.5% | +40.4% |
| 5Y | +94.3% | -56.5% | +150.8% | +98.3% |
| All | +94.3% | -55.8% | +150.1% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling