-63.2%
FISV vs CORZ
+223.2%
-286.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.3% | +2.1% | +5.4% |
| 7D | -2.7% | +0.3% | -3.0% | -2.7% |
| 30D | 0.0% | -14.0% | +14.1% | +0.2% |
| 3M | -2.8% | -34.1% | +31.3% | -2.2% |
| 6M | -11.8% | +8.5% | -20.3% | -12.9% |
| YTD | -23.2% | +23.2% | -46.4% | -24.6% |
| 1Y | -62.0% | +15.4% | -77.4% | -62.8% |
| All | -63.2% | +223.2% | -286.4% | -66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling