+4.8%
CHD vs FIVN
+27.5%
-22.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | -0.1% |
| 7D | -2.7% | -2.3% | -0.4% | -2.7% |
| 30D | -4.6% | +12.4% | -17.0% | -4.4% |
| 3M | +5.0% | +36.0% | -31.0% | +5.4% |
| 6M | -3.2% | +86.0% | -89.2% | -1.1% |
| YTD | +18.6% | +65.9% | -47.3% | +20.9% |
| 1Y | +4.8% | +26.5% | -21.7% | +5.8% |
| All | +4.8% | +27.5% | -22.6% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling