+236.7%
CHD vs FIVN
+292.8%
-56.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -1.8% |
| 7D | -2.9% | -8.2% | +5.3% | -2.6% |
| 30D | -6.2% | -8.1% | +1.9% | -6.0% |
| 3M | +1.6% | +34.9% | -33.3% | +0.4% |
| 6M | -3.5% | +72.6% | -76.2% | -5.6% |
| YTD | +16.2% | +55.8% | -39.5% | +13.9% |
| 1Y | +3.4% | +17.1% | -13.7% | +2.4% |
| 3Y | +4.6% | -54.3% | +58.9% | +6.4% |
| 5Y | +21.1% | -81.6% | +102.7% | +26.7% |
| 10Y | +126.5% | +109.2% | +17.4% | +108.9% |
| All | +236.7% | +292.8% | -56.1% | +197.0% |
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