+11,131.7%
FISV vs CNP
+1,826.3%
+9,305.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | -0.3% | +1.1% | -1.4% | -0.6% |
| 30D | -2.1% | -1.8% | -0.2% | -1.7% |
| 3M | -5.7% | -4.6% | -1.1% | -4.8% |
| 6M | -15.3% | -8.8% | -6.5% | -13.8% |
| YTD | -21.1% | +5.2% | -26.3% | -22.3% |
| 1Y | -61.1% | +8.3% | -69.4% | -61.9% |
| 3Y | -56.8% | +54.9% | -111.7% | -61.2% |
| 5Y | -54.2% | +73.5% | -127.7% | -59.9% |
| 10Y | +1.6% | +139.1% | -137.5% | -18.6% |
| All | +11,131.7% | +1,826.3% | +9,305.3% | +5,891.6% |
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