+359.9%
CSCO vs FIVN
+115.6%
+244.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.8% |
| 7D | -1.1% | -11.3% | +10.2% | +0.3% |
| 30D | -10.8% | -7.3% | -3.5% | -10.2% |
| 3M | -9.2% | +41.7% | -50.9% | -14.0% |
| 6M | +39.5% | +78.3% | -38.7% | +26.9% |
| YTD | +41.5% | +50.9% | -9.4% | +30.9% |
| 1Y | +61.0% | +19.7% | +41.3% | +53.2% |
| 3Y | +105.2% | -55.7% | +161.0% | +116.6% |
| 5Y | +113.4% | -82.6% | +196.0% | +147.7% |
| All | +359.9% | +115.6% | +244.3% | +245.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling