-3.7%
FISV vs SCCO
+43.0%
-46.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.9% | +4.3% | +6.5% |
| 7D | +29.6% | -7.9% | +37.5% | +28.5% |
| 30D | +34.5% | -13.0% | +47.5% | +32.7% |
| 3M | +11.2% | -6.9% | +18.1% | +10.7% |
| 6M | -1.2% | +11.0% | -12.2% | 0.0% |
| YTD | -7.6% | +30.3% | -37.9% | -13.5% |
| 1Y | -3.7% | +45.0% | -48.7% | -13.1% |
| All | -3.7% | +43.0% | -46.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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