-20.6%
FISV vs CORZ
+23.5%
-44.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -4.7% |
| 7D | -6.4% | +7.6% | -14.0% | -5.5% |
| 30D | -6.8% | -6.9% | +0.1% | -7.6% |
| 3M | -10.0% | -33.0% | +23.1% | -12.6% |
| 6M | -20.6% | +19.3% | -40.0% | -26.2% |
| All | -20.6% | +23.5% | -44.1% | -26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling