+383.0%
CBRE vs FIVN
+254.6%
+128.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -2.8% | -17.4% | +14.6% | -0.3% |
| 30D | +2.2% | -20.4% | +22.6% | +5.2% |
| 3M | -10.1% | -9.6% | -0.4% | -9.5% |
| 6M | -8.0% | +34.7% | -42.7% | -13.6% |
| YTD | -17.6% | +40.6% | -58.2% | -24.2% |
| 1Y | -14.7% | +34.3% | -49.0% | -21.1% |
| 3Y | +80.4% | -55.5% | +135.8% | +90.5% |
| 5Y | +25.9% | -82.5% | +108.3% | +43.7% |
| 10Y | +379.5% | +93.2% | +286.3% | +283.6% |
| All | +383.0% | +254.6% | +128.4% | +257.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling