+1,146.8%
CIEN vs FIVN
+86.2%
+1,060.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.5% | -4.0% |
| 7D | +15.3% | -2.8% | +18.1% | +16.0% |
| 30D | -22.0% | -17.4% | -4.6% | -19.4% |
| 3M | -36.6% | -19.2% | -17.5% | -34.6% |
| 6M | -51.5% | +29.4% | -80.8% | -55.2% |
| YTD | +20.0% | +36.3% | -16.3% | +6.2% |
| 1Y | +44.5% | +33.5% | +11.0% | +28.2% |
| 3Y | +539.0% | -56.8% | +595.9% | +600.7% |
| 5Y | +356.8% | -83.0% | +439.8% | +479.4% |
| All | +1,146.8% | +86.2% | +1,060.6% | +787.0% |
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 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