-56.5%
FISV vs RCL
+234.0%
-290.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -4.0% |
| 7D | -1.6% | -0.5% | -1.1% | -1.5% |
| 30D | -3.0% | -17.3% | +14.4% | +1.1% |
| 3M | -3.5% | -2.8% | -0.8% | -3.5% |
| 6M | -19.4% | -4.4% | -15.0% | -19.5% |
| YTD | -24.3% | -4.2% | -20.1% | -25.0% |
| 1Y | -62.4% | -23.4% | -39.0% | -60.8% |
| 3Y | -58.2% | +179.4% | -237.6% | -67.4% |
| 5Y | -56.5% | +238.8% | -295.3% | -69.6% |
| All | -56.5% | +234.0% | -290.5% | -69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling