-3.7%
FISV vs CORZ
-41.7%
+37.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -10.4% | +16.6% | +5.7% |
| 7D | +29.6% | -14.9% | +44.6% | +28.1% |
| 30D | +34.5% | -23.1% | +57.6% | +32.2% |
| 3M | +11.2% | -44.1% | +55.3% | +7.2% |
| 6M | -1.2% | -39.5% | +38.3% | -4.6% |
| YTD | -7.6% | -12.4% | +4.7% | -11.8% |
| 1Y | -3.7% | -41.3% | +37.6% | -6.2% |
| All | -3.7% | -41.7% | +37.9% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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