+11,131.7%
FISV vs CPB
+325.7%
+10,806.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +1.4% |
| 7D | -0.3% | -8.6% | +8.3% | +1.9% |
| 30D | -2.1% | -7.2% | +5.2% | -0.2% |
| 3M | -5.7% | +0.9% | -6.6% | -6.2% |
| 6M | -15.3% | -11.8% | -3.5% | -12.9% |
| YTD | -21.1% | -19.4% | -1.7% | -17.1% |
| 1Y | -61.1% | -30.4% | -30.7% | -57.4% |
| 3Y | -56.8% | -40.2% | -16.7% | -51.6% |
| 5Y | -54.2% | -39.5% | -14.7% | -49.4% |
| 10Y | +1.6% | -47.4% | +49.0% | +11.6% |
| All | +11,131.7% | +325.7% | +10,806.0% | +7,020.6% |
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