+255.0%
C vs FIVN
+263.1%
-8.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.7% | -0.2% | +2.1% |
| 7D | -0.9% | -19.3% | +18.4% | +1.4% |
| 30D | -5.4% | -20.7% | +15.3% | -3.1% |
| 3M | -9.2% | -15.1% | +5.9% | -8.1% |
| 6M | -1.8% | +30.6% | -32.5% | -6.6% |
| YTD | +6.7% | +44.0% | -37.3% | -1.0% |
| 1Y | +23.5% | +45.5% | -22.0% | +14.3% |
| 3Y | +219.8% | -52.8% | +272.6% | +230.1% |
| 5Y | +112.4% | -82.6% | +195.1% | +134.9% |
| 10Y | +220.1% | +109.4% | +110.7% | +148.4% |
| All | +255.0% | +263.1% | -8.1% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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