-63.0%
FISV vs RCL
-24.0%
-38.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -7.2% | -2.5% | -4.7% | -6.7% |
| 30D | -7.2% | -15.7% | +8.5% | -3.7% |
| 3M | -8.2% | -3.6% | -4.5% | -8.2% |
| 6M | -17.7% | -8.7% | -9.0% | -16.9% |
| YTD | -27.2% | -6.2% | -21.0% | -29.1% |
| 1Y | -63.0% | -22.9% | -40.1% | -59.4% |
| All | -63.0% | -24.0% | -38.9% | -59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling