+35.5%
ORCL vs FISV
-36.4%
+71.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.0% |
| 7D | +0.5% | +22.3% | -21.8% | -3.1% |
| 30D | -15.3% | +39.2% | -54.5% | -20.3% |
| 3M | -18.2% | +21.2% | -39.4% | -21.2% |
| 6M | -38.4% | +14.5% | -52.9% | -40.2% |
| YTD | -37.7% | -5.4% | -32.3% | -37.6% |
| 1Y | -49.3% | -0.3% | -49.0% | -49.7% |
| 3Y | +10.6% | -46.8% | +57.4% | +9.5% |
| 5Y | +35.5% | -36.2% | +71.7% | +20.5% |
| All | +35.5% | -36.4% | +71.9% | +20.5% |
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