+65.2%
CSGP vs FIVN
+102.4%
-37.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -17.6% | +13.0% | -0.5% |
| 7D | +1.3% | -22.6% | +23.9% | +7.3% |
| 30D | +10.7% | -16.8% | +27.4% | +14.7% |
| 3M | +3.3% | -0.9% | +4.2% | +1.5% |
| 6M | -10.3% | +28.4% | -38.7% | -17.7% |
| YTD | -54.6% | +40.2% | -94.8% | -60.0% |
| 1Y | -54.6% | +30.5% | -85.2% | -59.5% |
| 3Y | -60.3% | -56.2% | -4.1% | -56.0% |
| 5Y | -63.3% | -81.0% | +17.7% | -52.9% |
| All | +65.2% | +102.4% | -37.2% | +23.7% |
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