+1,157.1%
CAT vs FIVN
+105.2%
+1,051.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.6% |
| 7D | +2.9% | -9.6% | +12.5% | +3.9% |
| 30D | -2.6% | -11.9% | +9.3% | -1.6% |
| 3M | -10.7% | +40.1% | -50.8% | -14.3% |
| 6M | +16.1% | +68.3% | -52.2% | +7.9% |
| YTD | +43.2% | +51.5% | -8.2% | +34.1% |
| 1Y | +96.8% | +15.1% | +81.7% | +90.0% |
| 3Y | +201.4% | -55.6% | +256.9% | +214.3% |
| 5Y | +332.7% | -82.4% | +415.1% | +379.8% |
| 10Y | +1,157.1% | +114.5% | +1,042.6% | +809.7% |
| All | +1,157.1% | +105.2% | +1,051.9% | +809.7% |
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