-63.1%
CSGP vs FIVN
-82.9%
+19.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +5.9% | +3.6% |
| 7D | +1.3% | -2.8% | +4.2% | +2.0% |
| 30D | +2.8% | -17.4% | +20.2% | +6.8% |
| 3M | -6.3% | -19.2% | +12.8% | -2.8% |
| 6M | -3.2% | +29.4% | -32.5% | -11.6% |
| YTD | -54.0% | +36.3% | -90.2% | -59.3% |
| 1Y | -54.8% | +33.5% | -88.3% | -59.9% |
| 3Y | -60.6% | -56.8% | -3.7% | -55.7% |
| All | -63.1% | -82.9% | +19.9% | -49.9% |
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