-0.6%
FISV vs CVE
+60.9%
-61.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +1.3% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | +38.8% | -10.8% | +49.6% | +37.0% |
| 3M | +21.2% | -4.3% | +25.5% | +20.2% |
| 6M | +17.5% | -1.5% | +18.9% | +17.3% |
| YTD | -4.9% | +70.7% | -75.6% | -3.2% |
| 1Y | -0.6% | +58.1% | -58.7% | +3.4% |
| All | -0.6% | +60.9% | -61.5% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 1y: compounded portfolio wealth divided by compounded CVE 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…
1y analysis · Full analysis span regression · 6 months rolling