+49.9%
COP vs FIVN
+15.3%
+34.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | +1.0% | -11.3% | +12.3% | +0.7% |
| 30D | +9.6% | -7.3% | +16.9% | +9.4% |
| 3M | +15.0% | +41.7% | -26.6% | +15.7% |
| 6M | +21.8% | +78.3% | -56.5% | +23.0% |
| YTD | +49.6% | +50.9% | -1.3% | +51.1% |
| 1Y | +49.9% | +19.7% | +30.2% | +50.1% |
| All | +49.9% | +15.3% | +34.6% | +50.1% |
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