+1,365.9%
OXY vs FISV
+10,150.0%
-8,784.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | +0.1% |
| 7D | +1.4% | -7.2% | +8.6% | +3.3% |
| 30D | +4.0% | -7.2% | +11.2% | +5.7% |
| 3M | +7.6% | -8.2% | +15.8% | +9.1% |
| 6M | +16.2% | -17.7% | +33.9% | +20.6% |
| YTD | +50.8% | -27.2% | +78.0% | +60.8% |
| 1Y | +34.7% | -63.0% | +97.7% | +64.6% |
| 3Y | -1.0% | -59.8% | +58.7% | +14.8% |
| 5Y | +163.2% | -55.8% | +219.0% | +194.5% |
| 10Y | +5.5% | -2.4% | +7.9% | 0.0% |
| All | +1,365.9% | +10,150.0% | -8,784.1% | +731.1% |
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