+565.2%
COPX vs FIVN
+118.5%
+446.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.3% |
| 7D | -2.3% | -7.8% | +5.5% | -1.3% |
| 30D | +0.3% | -1.7% | +2.0% | +0.3% |
| 3M | +6.8% | +47.2% | -40.4% | +0.2% |
| 6M | +7.9% | +82.7% | -74.8% | -3.3% |
| YTD | +23.7% | +52.9% | -29.2% | +13.1% |
| 1Y | +71.5% | +17.5% | +54.1% | +62.8% |
| 3Y | +149.1% | -55.8% | +204.9% | +164.8% |
| 5Y | +167.3% | -82.3% | +249.7% | +209.1% |
| All | +565.2% | +118.5% | +446.7% | +543.0% |
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