+24,937.0%
ORCL vs FISV
+13,164.5%
+11,772.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -6.5% | +8.4% | -14.9% | -9.6% |
| 30D | -16.6% | +38.8% | -55.3% | -27.3% |
| 3M | -21.6% | +21.3% | -42.9% | -28.3% |
| 6M | -39.4% | +14.1% | -53.5% | -43.9% |
| YTD | -38.7% | -5.7% | -32.9% | -39.2% |
| 1Y | -50.4% | -0.8% | -49.6% | -52.0% |
| 3Y | +8.1% | -47.9% | +56.0% | +20.7% |
| 5Y | +34.5% | -36.8% | +71.4% | +35.4% |
| 10Y | +246.0% | +26.9% | +219.1% | +144.9% |
| All | +24,937.0% | +13,164.5% | +11,772.5% | +3,662.5% |
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 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