+185.8%
CGNX vs FIVN
+118.5%
+67.3%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.4% | +2.7% | +3.8% |
| 7D | +3.2% | -7.8% | +11.0% | +5.3% |
| 30D | +6.0% | -1.7% | +7.7% | +6.1% |
| 3M | +3.5% | +47.2% | -43.6% | -8.4% |
| 6M | +26.3% | +82.7% | -56.4% | +2.1% |
| YTD | +79.2% | +52.9% | +26.3% | +50.6% |
| 1Y | +43.8% | +17.5% | +26.3% | +30.3% |
| 3Y | +52.0% | -55.8% | +107.8% | +72.2% |
| 5Y | -24.0% | -82.3% | +58.3% | +6.1% |
| All | +185.8% | +118.5% | +67.3% | +84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling