-53.1%
FISV vs CPAY
+55.3%
-108.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -2.7% | -2.0% | -0.7% | -1.6% |
| 30D | 0.0% | -0.4% | +0.4% | +0.3% |
| 3M | -2.8% | +16.4% | -19.1% | -9.8% |
| 6M | -11.8% | +23.5% | -35.3% | -21.1% |
| YTD | -23.2% | +35.7% | -58.9% | -35.3% |
| 1Y | -62.0% | +30.2% | -92.2% | -66.8% |
| 3Y | -57.6% | +49.7% | -107.3% | -66.7% |
| All | -53.1% | +55.3% | -108.4% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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