+614.7%
CDW vs FIVN
+254.6%
+360.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +9.1% | -17.4% | +26.5% | +12.7% |
| 30D | +13.7% | -20.4% | +34.1% | +18.2% |
| 3M | +27.0% | -9.6% | +36.7% | +28.7% |
| 6M | +75.9% | +34.7% | +41.2% | +63.9% |
| YTD | +28.9% | +40.6% | -11.7% | +17.8% |
| 1Y | +19.6% | +34.3% | -14.7% | +10.1% |
| 3Y | -14.6% | -55.5% | +40.9% | -8.5% |
| 5Y | -3.2% | -82.5% | +79.3% | +15.6% |
| 10Y | +321.3% | +93.2% | +228.1% | +240.1% |
| All | +614.7% | +254.6% | +360.1% | +432.2% |
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