+125.4%
CHD vs FIVN
+118.5%
+6.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | +0.2% |
| 7D | -4.5% | -7.8% | +3.4% | -4.2% |
| 30D | -6.7% | -1.7% | -5.0% | -6.7% |
| 3M | -2.7% | +47.2% | -49.9% | -4.1% |
| 6M | -4.9% | +82.7% | -87.7% | -7.3% |
| YTD | +13.3% | +52.9% | -39.6% | +11.1% |
| 1Y | +1.0% | +17.5% | -16.5% | 0.0% |
| 3Y | +1.3% | -55.8% | +57.2% | +3.5% |
| 5Y | +20.8% | -82.3% | +103.2% | +28.2% |
| All | +125.4% | +118.5% | +6.9% | +94.5% |
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 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