+36.6%
ORLY vs FISV
-57.6%
+94.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.4% | -5.1% | -0.1% |
| 7D | -2.4% | -2.7% | +0.3% | -2.1% |
| 30D | -6.8% | 0.0% | -6.8% | -6.8% |
| 3M | -4.8% | -2.8% | -2.0% | -4.7% |
| 6M | -9.1% | -11.8% | +2.7% | -8.4% |
| YTD | -5.9% | -23.2% | +17.3% | -4.3% |
| 1Y | -20.4% | -62.0% | +41.6% | -14.5% |
| 3Y | +36.6% | -57.6% | +94.2% | +39.5% |
| All | +36.6% | -57.6% | +94.2% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling