+615.9%
CDW vs FIVN
+253.1%
+362.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.0% |
| 7D | +2.6% | -22.8% | +25.3% | +7.3% |
| 30D | +20.4% | -21.3% | +41.7% | +25.4% |
| 3M | +28.5% | -14.0% | +42.4% | +31.3% |
| 6M | +70.6% | +31.1% | +39.5% | +59.8% |
| YTD | +29.1% | +40.0% | -10.9% | +18.1% |
| 1Y | +23.8% | +38.1% | -14.3% | +13.4% |
| 3Y | -14.5% | -55.7% | +41.2% | -8.3% |
| 5Y | -1.6% | -82.5% | +80.9% | +17.6% |
| 10Y | +322.0% | +92.4% | +229.6% | +241.0% |
| All | +615.9% | +253.1% | +362.8% | +433.5% |
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