+3,419.7%
CLS vs FISV
+947.8%
+2,471.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.0% | +9.7% | +7.5% |
| 7D | +12.8% | -1.6% | +14.3% | +13.5% |
| 30D | +3.8% | -3.0% | +6.8% | +4.8% |
| 3M | -14.6% | -3.5% | -11.1% | -15.2% |
| 6M | +32.2% | -19.4% | +51.6% | +41.4% |
| YTD | +11.6% | -24.3% | +35.9% | +21.2% |
| 1Y | +35.1% | -62.4% | +97.4% | +84.5% |
| 3Y | +1,312.5% | -58.2% | +1,370.7% | +1,639.9% |
| 5Y | +3,542.1% | -56.5% | +3,598.6% | +4,214.4% |
| 10Y | +2,944.0% | -0.5% | +2,944.5% | +2,220.4% |
| All | +3,419.7% | +947.8% | +2,471.9% | +698.8% |
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