+2.0%
FISV vs SCCO
+1,104.1%
-1,102.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.8% | +5.5% |
| 7D | -2.7% | -2.7% | 0.0% | -2.4% |
| 30D | 0.0% | -0.7% | +0.8% | -0.2% |
| 3M | -2.8% | +8.1% | -10.9% | -5.0% |
| 6M | -11.8% | +4.1% | -15.9% | -14.0% |
| YTD | -23.2% | +41.1% | -64.3% | -31.2% |
| 1Y | -62.0% | +95.6% | -157.5% | -68.8% |
| 3Y | -57.6% | +179.3% | -236.9% | -69.7% |
| 5Y | -53.4% | +308.3% | -361.7% | -71.1% |
| All | +2.0% | +1,104.1% | -1,102.1% | -55.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling