+203.9%
CAT vs FIVN
-55.5%
+259.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.1% | +7.2% | +1.5% |
| 7D | +5.6% | -8.2% | +13.8% | +6.2% |
| 30D | -2.3% | -8.1% | +5.8% | -1.8% |
| 3M | -10.0% | +34.9% | -44.9% | -12.8% |
| 6M | +21.2% | +72.6% | -51.4% | +12.5% |
| YTD | +44.4% | +55.8% | -11.3% | +35.4% |
| 1Y | +96.3% | +17.1% | +79.2% | +93.4% |
| 3Y | +203.9% | -54.3% | +258.2% | +226.5% |
| All | +203.9% | -55.5% | +259.4% | +226.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling