+383.7%
CBRE vs FIVN
+115.6%
+268.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -7.2% | -11.3% | +4.1% | -5.5% |
| 30D | -6.4% | -7.3% | +0.9% | -5.4% |
| 3M | +2.9% | +41.7% | -38.8% | -3.3% |
| 6M | +2.5% | +78.3% | -75.7% | -8.6% |
| YTD | -14.2% | +50.9% | -65.1% | -21.7% |
| 1Y | -15.1% | +19.7% | -34.8% | -20.0% |
| 3Y | +61.9% | -55.7% | +117.6% | +72.9% |
| 5Y | +42.4% | -82.6% | +125.0% | +63.4% |
| All | +383.7% | +115.6% | +268.1% | +291.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling