+530.2%
CDW vs FIVN
+318.5%
+211.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.5% |
| 7D | +3.2% | -2.3% | +5.5% | +3.6% |
| 30D | +9.3% | +12.4% | -3.1% | +6.3% |
| 3M | +9.8% | +36.0% | -26.2% | +2.7% |
| 6M | +23.3% | +86.0% | -62.6% | +8.4% |
| YTD | +13.7% | +65.9% | -52.3% | +1.3% |
| 1Y | -6.5% | +26.5% | -33.0% | -12.8% |
| 3Y | -25.2% | -54.2% | +29.0% | -20.2% |
| 5Y | -19.5% | -80.5% | +61.0% | -5.7% |
| 10Y | +285.8% | +109.6% | +176.2% | +205.8% |
| All | +530.2% | +318.5% | +211.8% | +357.9% |
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