-37.1%
FISV vs LSCC
+26.3%
-63.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.1% | -6.9% | -0.5% |
| 7D | +25.7% | +13.0% | +12.7% | +24.2% |
| 30D | +38.8% | -19.8% | +58.6% | +41.3% |
| 3M | +16.2% | -18.4% | +34.6% | +17.8% |
| 6M | +12.1% | -16.1% | +28.2% | +11.7% |
| YTD | -6.4% | +42.7% | -49.1% | -13.8% |
| 1Y | +2.0% | +68.0% | -66.0% | -8.2% |
| 3Y | -47.4% | +85.8% | -133.3% | -56.2% |
| All | -37.1% | +26.3% | -63.5% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling