-6.8%
CBRE vs FIVN
+55.4%
-62.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.9% |
| 7D | +14.1% | -3.4% | +17.5% | +14.5% |
| 30D | +9.0% | +5.8% | +3.3% | +8.1% |
| 3M | -6.6% | +22.0% | -28.6% | -9.2% |
| 6M | +0.8% | +55.7% | -55.0% | -5.4% |
| YTD | -12.2% | +81.3% | -93.5% | -19.8% |
| 1Y | -6.8% | +58.0% | -64.8% | -13.2% |
| All | -6.8% | +55.4% | -62.2% | -13.2% |
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