-3.7%
FISV vs CLBK
+65.7%
-69.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.3% | +6.0% |
| 7D | +29.6% | +4.6% | +25.1% | +27.8% |
| 30D | +34.5% | -1.5% | +36.0% | +34.9% |
| 3M | +11.2% | +4.4% | +6.9% | +9.5% |
| 6M | -1.2% | +31.7% | -32.9% | -9.4% |
| YTD | -7.6% | +58.7% | -66.3% | -19.7% |
| 1Y | -3.7% | +64.9% | -68.6% | -18.5% |
| All | -3.7% | +65.7% | -69.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 1y: compounded portfolio wealth divided by compounded CLBK 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…
1y analysis · Full analysis span regression · 6 months rolling