+287.5%
CAH vs FIVN
+118.5%
+168.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.7% |
| 7D | -5.1% | -7.8% | +2.7% | -4.7% |
| 30D | +0.2% | -1.7% | +1.9% | +0.2% |
| 3M | +6.3% | +47.2% | -40.9% | +4.0% |
| 6M | +9.4% | +82.7% | -73.3% | +5.4% |
| YTD | +15.0% | +52.9% | -38.0% | +11.6% |
| 1Y | +55.4% | +17.5% | +38.0% | +53.1% |
| 3Y | +173.8% | -55.8% | +229.6% | +182.5% |
| 5Y | +395.2% | -82.3% | +477.5% | +440.4% |
| All | +287.5% | +118.5% | +168.9% | +218.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling