+2.0%
FISV vs CCJ
+1,065.5%
-1,063.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.2% | +5.5% |
| 7D | -2.7% | -4.0% | +1.4% | -2.2% |
| 30D | 0.0% | -2.4% | +2.4% | +0.2% |
| 3M | -2.8% | -2.3% | -0.5% | -2.9% |
| 6M | -11.8% | -16.2% | +4.4% | -10.7% |
| YTD | -23.2% | +5.7% | -28.9% | -25.1% |
| 1Y | -62.0% | +21.3% | -83.2% | -63.9% |
| 3Y | -57.6% | +159.4% | -217.0% | -65.3% |
| 5Y | -53.4% | +300.7% | -354.0% | -65.5% |
| All | +2.0% | +1,065.5% | -1,063.5% | -38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling