+379.2%
CAH vs FIVN
+282.0%
+97.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | -0.1% |
| 7D | -2.2% | -9.6% | +7.3% | -1.7% |
| 30D | +1.2% | -11.9% | +13.1% | +1.8% |
| 3M | +13.1% | +40.1% | -27.0% | +10.8% |
| 6M | +8.5% | +68.3% | -59.9% | +4.9% |
| YTD | +17.6% | +51.5% | -33.9% | +14.1% |
| 1Y | +60.7% | +15.1% | +45.5% | +58.1% |
| 3Y | +183.2% | -55.6% | +238.7% | +191.2% |
| 5Y | +402.2% | -82.4% | +484.6% | +441.9% |
| 10Y | +302.3% | +114.5% | +187.8% | +243.9% |
| All | +379.2% | +282.0% | +97.2% | +285.1% |
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