+33.3%
CAPR vs FIVN
+13.9%
+19.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.9% | -4.5% |
| 7D | -12.6% | -9.6% | -3.1% | -12.4% |
| 30D | +124.4% | -11.9% | +136.3% | +125.4% |
| 3M | -66.8% | +40.1% | -106.9% | -69.9% |
| 6M | -71.8% | +68.3% | -140.1% | -78.1% |
| YTD | -70.1% | +51.5% | -121.5% | -74.1% |
| 1Y | +33.3% | +15.1% | +18.2% | +18.7% |
| All | +33.3% | +13.9% | +19.5% | +18.7% |
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 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