-61.1%
FISV vs SCCO
+105.9%
-167.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | -0.3% | -5.3% | +4.9% | -0.9% |
| 30D | -2.1% | +0.9% | -2.9% | -1.8% |
| 3M | -5.7% | +2.4% | -8.2% | -5.1% |
| 6M | -15.3% | -2.4% | -13.0% | -15.7% |
| YTD | -21.1% | +42.4% | -63.5% | -19.2% |
| 1Y | -61.1% | +105.6% | -166.7% | -60.2% |
| All | -61.1% | +105.9% | -167.0% | -60.2% |
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