+60.7%
COP vs FIVN
+55.4%
+5.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.8% | -5.1% |
| 7D | -8.1% | -3.4% | -4.7% | -8.3% |
| 30D | +6.7% | +5.8% | +0.9% | +7.0% |
| 3M | +16.9% | +22.0% | -5.1% | +18.0% |
| 6M | +11.2% | +55.7% | -44.6% | +13.3% |
| YTD | +49.5% | +81.3% | -31.8% | +52.9% |
| 1Y | +60.7% | +58.0% | +2.7% | +66.2% |
| All | +60.7% | +55.4% | +5.3% | +66.2% |
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