+47.2%
CAPR vs FIVN
+55.4%
-8.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.6% | +8.2% |
| 7D | +43.2% | -3.4% | +46.6% | +43.4% |
| 30D | +14.7% | +5.8% | +8.9% | +14.4% |
| 3M | +113.9% | +22.0% | +91.9% | +111.9% |
| 6M | -73.4% | +55.7% | -129.1% | -75.4% |
| YTD | -69.1% | +81.3% | -150.4% | -71.4% |
| 1Y | +47.2% | +58.0% | -10.8% | +84.2% |
| All | +47.2% | +55.4% | -8.2% | +84.2% |
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