+81.0%
CAPR vs FIVN
+36.2%
+44.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.5% | +1.2% | +25.3% | +26.4% |
| 7D | +25.8% | -22.8% | +48.6% | +26.9% |
| 30D | +50.2% | -21.3% | +71.5% | +51.3% |
| 3M | +185.5% | -14.0% | +199.5% | +187.0% |
| 6M | -64.8% | +31.1% | -95.9% | -68.5% |
| YTD | -61.1% | +40.0% | -101.1% | -63.2% |
| 1Y | +81.0% | +38.1% | +42.9% | +11.0% |
| All | +81.0% | +36.2% | +44.8% | +11.0% |
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 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