+65.5%
CSX vs FIVN
-81.8%
+147.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.3% | -0.3% |
| 7D | +0.6% | -8.2% | +8.8% | +1.4% |
| 30D | -2.3% | -8.1% | +5.9% | -1.6% |
| 3M | +4.3% | +34.9% | -30.6% | +0.8% |
| 6M | +23.4% | +72.6% | -49.3% | +15.1% |
| YTD | +36.4% | +55.8% | -19.4% | +28.2% |
| 1Y | +53.0% | +17.1% | +35.9% | +48.6% |
| 3Y | +70.6% | -54.3% | +124.9% | +78.3% |
| 5Y | +65.5% | -81.6% | +147.0% | +72.0% |
| All | +65.5% | -81.8% | +147.3% | +72.0% |
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 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