+228.4%
FISV vs CPAY
+1,533.9%
-1,305.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | -7.2% | -2.7% | -4.5% | -6.1% |
| 30D | -7.2% | +0.6% | -7.8% | -7.3% |
| 3M | -8.2% | +17.0% | -25.2% | -14.2% |
| 6M | -17.7% | +24.1% | -41.8% | -25.5% |
| YTD | -27.2% | +35.7% | -62.9% | -37.2% |
| 1Y | -63.0% | +34.0% | -97.0% | -67.4% |
| 3Y | -59.8% | +50.3% | -110.0% | -67.1% |
| 5Y | -55.8% | +56.7% | -112.4% | -65.1% |
| 10Y | -2.4% | +153.9% | -156.4% | -35.7% |
| All | +228.4% | +1,533.9% | -1,305.5% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling