+83.2%
CSGP vs FIVN
+329.4%
-246.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.1% | +4.5% | -0.3% |
| 7D | +13.9% | -8.7% | +22.6% | +16.1% |
| 30D | +16.0% | +2.6% | +13.4% | +14.8% |
| 3M | +6.1% | +15.3% | -9.2% | +1.4% |
| 6M | -8.2% | +40.7% | -48.9% | -16.5% |
| YTD | -52.3% | +70.3% | -122.6% | -59.1% |
| 1Y | -54.5% | +50.0% | -104.5% | -60.0% |
| 3Y | -58.6% | -46.1% | -12.5% | -56.5% |
| 5Y | -61.5% | -76.9% | +15.4% | -54.0% |
| 10Y | +74.7% | +149.2% | -74.5% | +31.3% |
| All | +83.2% | +329.4% | -246.3% | +27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling