+33,471.1%
ORCL vs FISV
+11,002.6%
+22,468.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.9% |
| 7D | +5.3% | -0.3% | +5.6% | +5.5% |
| 30D | +10.0% | -2.1% | +12.0% | +10.7% |
| 3M | -32.6% | -5.7% | -26.8% | -31.9% |
| 6M | +4.9% | -15.3% | +20.3% | +10.4% |
| YTD | -17.8% | -21.1% | +3.3% | -11.4% |
| 1Y | -28.0% | -61.1% | +33.1% | -4.5% |
| 3Y | +36.0% | -56.8% | +92.9% | +65.5% |
| 5Y | +88.7% | -54.2% | +142.9% | +118.4% |
| 10Y | +346.9% | +1.6% | +345.3% | +250.1% |
| All | +33,471.1% | +11,002.6% | +22,468.5% | +5,379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling