-62.0%
FISV vs CORZ
+12.0%
-73.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.3% | +2.1% | +5.7% |
| 7D | -2.7% | +0.3% | -3.0% | -2.6% |
| 30D | 0.0% | -14.0% | +14.1% | -1.4% |
| 3M | -2.8% | -34.1% | +31.3% | -5.4% |
| 6M | -11.8% | +8.5% | -20.3% | -12.0% |
| YTD | -23.2% | +23.2% | -46.4% | -21.7% |
| 1Y | -62.0% | +15.4% | -77.4% | -61.4% |
| All | -62.0% | +12.0% | -73.9% | -61.4% |
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