+12,933.0%
FISV vs CNP
+1,888.5%
+11,044.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.6% | -3.7% |
| 7D | -2.0% | +2.5% | -4.4% | -2.5% |
| 30D | +31.8% | +4.0% | +27.8% | +30.5% |
| 3M | +19.3% | +1.6% | +17.6% | +18.6% |
| 6M | +12.1% | -1.7% | +13.7% | +12.2% |
| YTD | -8.4% | +8.6% | -17.1% | -10.6% |
| 1Y | -4.5% | +5.8% | -10.3% | -6.2% |
| 3Y | -49.4% | +63.0% | -112.4% | -55.1% |
| 5Y | -39.0% | +74.7% | -113.7% | -46.8% |
| 10Y | +22.3% | +143.7% | -121.4% | -2.5% |
| All | +12,933.0% | +1,888.5% | +11,044.5% | +6,794.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 all: compounded portfolio wealth divided by compounded CNP 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…
all analysis · Full analysis span regression · 6 months rolling