+147.9%
OXY vs FISV
-53.5%
+201.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.4% | -4.9% | -0.3% |
| 7D | +2.8% | -2.7% | +5.5% | +3.2% |
| 30D | +5.5% | 0.0% | +5.4% | +5.2% |
| 3M | +11.3% | -2.8% | +14.1% | +11.3% |
| 6M | +11.6% | -11.8% | +23.4% | +13.1% |
| YTD | +51.6% | -23.2% | +74.8% | +56.9% |
| 1Y | +36.2% | -62.0% | +98.2% | +57.4% |
| 3Y | +1.7% | -57.6% | +59.3% | +3.8% |
| All | +147.9% | -53.5% | +201.4% | +146.3% |
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