+113.4%
CSCO vs FIVN
-82.6%
+196.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.8% |
| 7D | -1.1% | -11.3% | +10.2% | +0.1% |
| 30D | -10.8% | -7.3% | -3.5% | -10.3% |
| 3M | -9.2% | +41.7% | -50.9% | -13.2% |
| 6M | +39.5% | +78.3% | -38.7% | +29.0% |
| YTD | +41.5% | +50.9% | -9.4% | +32.8% |
| 1Y | +61.0% | +19.7% | +41.3% | +54.9% |
| 3Y | +105.2% | -55.7% | +161.0% | +113.8% |
| 5Y | +113.4% | -82.6% | +196.0% | +137.6% |
| All | +113.4% | -82.6% | +196.1% | +137.6% |
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