+585.2%
CIEN vs FISV
-59.8%
+645.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | +5.4% | -7.2% | +12.6% | +5.1% |
| 30D | -13.7% | -7.2% | -6.5% | -13.9% |
| 3M | -23.0% | -8.2% | -14.9% | -23.1% |
| 6M | -0.8% | -17.7% | +16.9% | -0.6% |
| YTD | +43.1% | -27.2% | +70.2% | +44.4% |
| 1Y | +157.6% | -63.0% | +220.6% | +176.2% |
| All | +585.2% | -59.8% | +645.0% | +490.7% |
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