+50.3%
CSX vs FIVN
+36.2%
+14.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.5% | +1.6% |
| 7D | -0.3% | -22.8% | +22.5% | -0.7% |
| 30D | +8.7% | -21.3% | +30.0% | +8.3% |
| 3M | +4.2% | -14.0% | +18.2% | +4.3% |
| 6M | +16.7% | +31.1% | -14.4% | +18.1% |
| YTD | +44.5% | +40.0% | +4.5% | +48.9% |
| 1Y | +50.3% | +38.1% | +12.2% | +54.8% |
| All | +50.3% | +36.2% | +14.1% | +54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling