-3.0%
FISV vs CPRT
+410.9%
-413.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.5% |
| 7D | -6.4% | -0.4% | -6.0% | -6.2% |
| 30D | -6.8% | +8.2% | -15.1% | -10.9% |
| 3M | -10.0% | +2.3% | -12.3% | -11.6% |
| 6M | -20.6% | -14.7% | -5.9% | -14.6% |
| YTD | -27.6% | -18.2% | -9.4% | -20.4% |
| 1Y | -64.3% | -33.4% | -31.0% | -56.1% |
| 3Y | -60.0% | -28.3% | -31.7% | -53.8% |
| 5Y | -57.7% | -9.8% | -47.9% | -57.8% |
| 10Y | -3.0% | +412.4% | -415.3% | -51.8% |
| All | -3.0% | +410.9% | -413.9% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 10y: compounded portfolio wealth divided by compounded CPRT 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…
10y analysis · Full analysis span regression · 6 months rolling