-14.0%
CDW vs FIVN
+13.9%
-27.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.8% |
| 7D | -4.2% | -9.6% | +5.3% | -1.8% |
| 30D | +4.9% | -11.9% | +16.8% | +8.0% |
| 3M | +7.3% | +40.1% | -32.8% | -3.0% |
| 6M | +19.2% | +68.3% | -49.2% | +5.5% |
| YTD | +6.2% | +51.5% | -45.3% | -3.9% |
| 1Y | -14.0% | +15.1% | -29.1% | -19.7% |
| All | -14.0% | +13.9% | -27.9% | -19.7% |
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