+53,204.8%
ORLY vs FISV
+3,639.0%
+49,565.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.2% | -0.8% |
| 7D | -2.1% | -7.2% | +5.1% | -0.1% |
| 30D | -7.6% | -7.2% | -0.4% | -5.9% |
| 3M | -5.5% | -8.2% | +2.7% | -3.8% |
| 6M | -9.7% | -17.7% | +8.0% | -5.7% |
| YTD | -6.2% | -27.2% | +20.9% | +0.6% |
| 1Y | -18.6% | -63.0% | +44.3% | +0.7% |
| 3Y | +33.8% | -59.8% | +93.6% | +56.6% |
| 5Y | +116.5% | -55.8% | +172.3% | +141.2% |
| 10Y | +361.0% | -2.4% | +363.4% | +303.8% |
| All | +53,204.8% | +3,639.0% | +49,565.8% | +21,968.1% |
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