+978.6%
FISV vs CCI
+907.3%
+71.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | -3.0% | +0.5% | -3.5% | -3.0% |
| 3M | -3.5% | -16.3% | +12.7% | -0.3% |
| 6M | -19.4% | -13.9% | -5.5% | -17.2% |
| YTD | -24.3% | -12.4% | -11.8% | -22.6% |
| 1Y | -62.4% | -15.2% | -47.2% | -61.2% |
| 3Y | -58.2% | -9.9% | -48.3% | -57.7% |
| 5Y | -56.5% | -50.8% | -5.7% | -51.2% |
| 10Y | -0.5% | +18.3% | -18.8% | -4.0% |
| All | +978.6% | +907.3% | +71.3% | +585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CCI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling