+190.1%
COP vs FIVN
-81.5%
+271.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.1% | +6.7% | +0.9% |
| 7D | -0.8% | -8.2% | +7.4% | -0.4% |
| 30D | +15.6% | -8.1% | +23.7% | +16.0% |
| 3M | +14.3% | +34.9% | -20.6% | +11.9% |
| 6M | +17.0% | +72.6% | -55.7% | +12.1% |
| YTD | +47.4% | +55.8% | -8.3% | +41.9% |
| 1Y | +52.4% | +17.1% | +35.3% | +49.7% |
| 3Y | +20.8% | -54.3% | +75.1% | +21.8% |
| All | +190.1% | -81.5% | +271.6% | +192.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling