+368.4%
CSCO vs FIVN
+116.5%
+251.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.6% |
| 7D | 0.0% | -9.6% | +9.6% | +1.2% |
| 30D | -10.7% | -11.9% | +1.2% | -9.6% |
| 3M | -8.7% | +40.1% | -48.8% | -13.4% |
| 6M | +44.9% | +68.3% | -23.4% | +32.7% |
| YTD | +44.1% | +51.5% | -7.3% | +33.2% |
| 1Y | +65.9% | +15.1% | +50.7% | +58.7% |
| 3Y | +109.0% | -55.6% | +164.6% | +120.5% |
| 5Y | +114.8% | -82.4% | +197.2% | +148.9% |
| All | +368.4% | +116.5% | +251.9% | +252.0% |
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