-3.7%
CDW vs FIVN
-82.9%
+79.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | 0.0% |
| 7D | +9.3% | -2.8% | +12.2% | +10.0% |
| 30D | +14.4% | -17.4% | +31.8% | +18.6% |
| 3M | +21.4% | -19.2% | +40.6% | +26.2% |
| 6M | +72.8% | +29.4% | +43.4% | +60.6% |
| YTD | +28.0% | +36.3% | -8.2% | +16.5% |
| 1Y | +19.3% | +33.5% | -14.1% | +8.9% |
| 3Y | -15.3% | -56.8% | +41.5% | -8.8% |
| All | -3.7% | -82.9% | +79.3% | +16.7% |
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 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