-59.7%
CSGP vs FIVN
-55.1%
-4.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.7% | -0.4% | +1.7% |
| 7D | -1.8% | -19.3% | +17.5% | +2.5% |
| 30D | +5.3% | -20.7% | +26.0% | +9.9% |
| 3M | +3.3% | -15.1% | +18.4% | +5.6% |
| 6M | -4.7% | +30.6% | -35.3% | -12.3% |
| YTD | -53.5% | +44.0% | -97.5% | -58.8% |
| 1Y | -53.7% | +45.5% | -99.2% | -59.2% |
| 3Y | -59.7% | -52.8% | -7.0% | -57.3% |
| All | -59.7% | -55.1% | -4.6% | -57.3% |
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