+61.6%
COP vs FIVN
+34.0%
+27.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +3.4% | -17.4% | +20.8% | +2.6% |
| 30D | -0.6% | -20.4% | +19.8% | -1.4% |
| 3M | +10.8% | -9.6% | +20.4% | +10.6% |
| 6M | +19.6% | +34.7% | -15.1% | +20.9% |
| YTD | +52.9% | +40.6% | +12.3% | +54.6% |
| All | +61.6% | +34.0% | +27.6% | +63.0% |
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 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