-3.0%
FISV vs CL
+54.1%
-57.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.1% |
| 7D | -6.4% | -2.3% | -4.1% | -5.3% |
| 30D | -6.8% | -5.5% | -1.3% | -4.2% |
| 3M | -10.0% | +0.8% | -10.8% | -10.3% |
| 6M | -20.6% | -4.2% | -16.4% | -19.2% |
| YTD | -27.6% | +13.4% | -41.0% | -32.9% |
| 1Y | -64.3% | +7.1% | -71.4% | -65.8% |
| 3Y | -60.0% | +29.0% | -89.0% | -66.0% |
| 5Y | -57.7% | +28.3% | -86.0% | -64.3% |
| 10Y | -3.0% | +57.3% | -60.3% | -26.8% |
| All | -3.0% | +54.1% | -57.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling