+1,034.4%
CCL vs FISV
+13,260.8%
-12,226.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.9% |
| 7D | -1.2% | +1.4% | -2.6% | -1.8% |
| 30D | +13.1% | +38.4% | -25.3% | -1.9% |
| 3M | +3.4% | +14.9% | -11.5% | -3.5% |
| 6M | +18.7% | +21.8% | -3.1% | +6.9% |
| YTD | -2.3% | -5.0% | +2.8% | -3.0% |
| 1Y | +14.2% | -1.2% | +15.4% | +11.4% |
| 3Y | +133.6% | -47.5% | +181.1% | +168.5% |
| 5Y | +33.5% | -36.7% | +70.2% | +44.2% |
| 10Y | -32.8% | +26.9% | -59.6% | -40.6% |
| All | +1,034.4% | +13,260.8% | -12,226.5% | +149.2% |
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