+44.1%
CSGP vs FIVN
+107.2%
-63.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -1.8% |
| 7D | -4.1% | -2.3% | -1.8% | -3.5% |
| 30D | +2.3% | +12.4% | -10.1% | -1.1% |
| 3M | -8.2% | +36.0% | -44.2% | -15.6% |
| 6M | -35.1% | +86.0% | -121.0% | -45.5% |
| YTD | -54.0% | +65.9% | -120.0% | -60.6% |
| 1Y | -65.3% | +26.5% | -91.8% | -68.4% |
| 3Y | -62.6% | -54.2% | -8.3% | -58.5% |
| 5Y | -64.8% | -80.5% | +15.6% | -54.6% |
| All | +44.1% | +107.2% | -63.0% | +5.0% |
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