-39.9%
CHTR vs FIVN
+71.4%
-111.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.8% | -5.4% | -8.0% |
| 7D | -15.8% | -9.6% | -6.2% | -15.4% |
| 30D | -12.7% | -11.9% | -0.7% | -12.3% |
| 3M | -1.1% | +40.1% | -41.2% | -2.9% |
| 6M | -39.9% | +68.3% | -108.3% | -38.6% |
| All | -39.9% | +71.4% | -111.3% | -38.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling