+13,416.2%
FISV vs CPB
+359.2%
+13,057.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +2.9% |
| 7D | +1.4% | -1.6% | +3.0% | +1.9% |
| 30D | +38.4% | +19.2% | +19.2% | +32.2% |
| 3M | +14.9% | -0.9% | +15.9% | +14.9% |
| 6M | +21.8% | +15.2% | +6.6% | +16.9% |
| YTD | -5.0% | -13.1% | +8.0% | -2.4% |
| 1Y | -1.2% | -22.4% | +21.3% | +4.6% |
| 3Y | -47.5% | -35.3% | -12.2% | -42.4% |
| 5Y | -36.7% | -33.0% | -3.8% | -32.1% |
| 10Y | +26.9% | -39.2% | +66.0% | +33.6% |
| All | +13,416.2% | +359.2% | +13,057.0% | +8,284.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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