+210.1%
CAT vs FIVN
-81.9%
+292.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.7% | +4.5% | +7.0% |
| 7D | -2.4% | -19.3% | +16.9% | -0.8% |
| 30D | -25.0% | -20.7% | -4.3% | -23.8% |
| 3M | -28.7% | -15.1% | -13.7% | -28.2% |
| 6M | -33.0% | +30.6% | -63.6% | -35.7% |
| YTD | +5.4% | +44.0% | -38.6% | -1.4% |
| 1Y | +7.3% | +45.5% | -38.3% | +0.1% |
| 3Y | +166.0% | -52.8% | +218.8% | +175.7% |
| 5Y | +210.1% | -82.6% | +292.7% | +227.4% |
| All | +210.1% | -81.9% | +292.0% | +227.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling