-3.7%
FISV vs LSCC
+57.8%
-61.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +5.0% | +6.3% |
| 7D | +29.6% | +3.0% | +26.7% | +29.3% |
| 30D | +34.5% | -19.3% | +53.8% | +33.6% |
| 3M | +11.2% | -22.3% | +33.5% | +10.4% |
| 6M | -1.2% | -14.6% | +13.4% | -3.4% |
| YTD | -7.6% | +45.8% | -53.4% | -16.8% |
| 1Y | -3.7% | +69.6% | -73.3% | -17.4% |
| All | -3.7% | +57.8% | -61.6% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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