+2,466.8%
FISV vs CCJ
+1,604.2%
+862.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.3% | -4.2% |
| 7D | -1.6% | +5.9% | -7.5% | -2.5% |
| 30D | -3.0% | +4.7% | -7.7% | -3.8% |
| 3M | -3.5% | -3.3% | -0.2% | -3.7% |
| 6M | -19.4% | -7.0% | -12.4% | -19.6% |
| YTD | -24.3% | +11.5% | -35.7% | -27.5% |
| 1Y | -62.4% | +32.3% | -94.7% | -65.5% |
| 3Y | -58.2% | +176.8% | -235.0% | -67.9% |
| 5Y | -56.5% | +351.8% | -408.3% | -70.8% |
| 10Y | -0.5% | +1,080.5% | -1,081.1% | -49.6% |
| All | +2,466.8% | +1,604.2% | +862.6% | +917.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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