+105.9%
CSCO vs FIVN
-82.6%
+188.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | +6.6% | -17.4% | +24.0% | +8.4% |
| 30D | -11.3% | -20.4% | +9.0% | -9.5% |
| 3M | -17.3% | -9.6% | -7.7% | -17.0% |
| 6M | +3.5% | +34.7% | -31.2% | -1.1% |
| YTD | +34.9% | +40.6% | -5.7% | +26.8% |
| 1Y | +40.5% | +34.3% | +6.2% | +32.7% |
| 3Y | +109.3% | -55.5% | +164.7% | +117.2% |
| 5Y | +105.9% | -82.5% | +188.3% | +123.4% |
| All | +105.9% | -82.6% | +188.5% | +123.4% |
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