+3,875.0%
FISV vs RCL
+4,549.4%
-674.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.3% | -5.1% | +4.8% | +0.8% |
| 30D | -2.1% | -19.0% | +17.0% | +2.7% |
| 3M | -5.7% | -9.6% | +3.8% | -4.1% |
| 6M | -15.3% | -6.7% | -8.6% | -15.0% |
| YTD | -21.1% | -3.9% | -17.2% | -21.9% |
| 1Y | -61.1% | -25.1% | -36.0% | -59.1% |
| 3Y | -56.8% | +179.1% | -236.0% | -67.2% |
| 5Y | -54.2% | +243.3% | -297.5% | -68.6% |
| 10Y | +1.6% | +325.8% | -324.2% | -43.7% |
| All | +3,875.0% | +4,549.4% | -674.4% | +917.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling