+220,352.2%
CSCO vs FISV
+11,399.1%
+208,953.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -0.7% | -0.3% | -0.3% | -0.6% |
| 30D | -10.1% | -2.1% | -8.1% | -10.0% |
| 3M | -15.7% | -5.7% | -9.9% | -15.2% |
| 6M | +36.3% | -15.3% | +51.6% | +42.0% |
| YTD | +43.8% | -21.1% | +64.9% | +53.4% |
| 1Y | +63.9% | -61.1% | +125.0% | +117.3% |
| 3Y | +104.4% | -56.8% | +161.2% | +146.3% |
| 5Y | +111.4% | -54.2% | +165.5% | +141.0% |
| 10Y | +361.7% | +1.6% | +360.1% | +255.4% |
| All | +220,352.2% | +11,399.1% | +208,953.1% | +36,303.7% |
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 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