+108.5%
CSCO vs FIVN
-55.5%
+164.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.1% | +6.1% | +0.5% |
| 7D | -0.5% | -8.2% | +7.7% | +0.2% |
| 30D | -10.1% | -8.1% | -2.0% | -9.5% |
| 3M | -11.7% | +34.9% | -46.6% | -14.7% |
| 6M | +40.1% | +72.6% | -32.5% | +30.8% |
| YTD | +43.8% | +55.8% | -12.0% | +35.4% |
| 1Y | +66.6% | +17.1% | +49.5% | +62.5% |
| 3Y | +108.5% | -54.3% | +162.8% | +112.8% |
| All | +108.5% | -55.5% | +164.0% | +112.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling