-19.0%
CAG vs FIVN
+20.3%
-39.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.0% | -0.7% |
| 7D | -5.7% | -7.8% | +2.2% | -5.4% |
| 30D | -2.4% | -1.7% | -0.7% | -2.4% |
| 3M | +9.8% | +47.2% | -37.4% | +8.8% |
| 6M | -10.8% | +82.7% | -93.6% | -10.2% |
| YTD | -10.8% | +52.9% | -63.7% | -10.6% |
| 1Y | -19.0% | +17.5% | -36.4% | -22.5% |
| All | -19.0% | +20.3% | -39.3% | -22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling