+27.4%
FISV vs RCL
+340.1%
-312.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.6% |
| 7D | +1.4% | -1.2% | +2.6% | +1.7% |
| 30D | +38.4% | +17.8% | +20.6% | +33.6% |
| 3M | +14.9% | +4.9% | +10.0% | +13.3% |
| 6M | +21.8% | +23.7% | -1.9% | +15.4% |
| YTD | -5.0% | +17.8% | -22.9% | -10.2% |
| 1Y | -1.2% | +28.9% | -30.1% | -8.5% |
| 3Y | -47.5% | +241.9% | -289.4% | -60.9% |
| 5Y | -36.7% | +295.4% | -332.1% | -56.4% |
| All | +27.4% | +340.1% | -312.7% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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