-47.5%
FISV vs RCL
+255.6%
-303.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +33.3% |
| 3M | +14.9% | +4.9% | +10.0% | +13.4% |
| 6M | +21.8% | +23.7% | -1.9% | +14.8% |
| YTD | -5.0% | +17.8% | -22.9% | -10.9% |
| 1Y | -1.2% | +28.9% | -30.1% | -9.9% |
| 3Y | -47.5% | +241.9% | -289.4% | -56.3% |
| All | -47.5% | +255.6% | -303.1% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling