-0.1%
CTAS vs FFIV
+23.1%
-23.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | 0.0% | -1.5% | +1.5% | 0.0% |
| 30D | -1.0% | -2.7% | +1.7% | -0.9% |
| 3M | +15.8% | -1.7% | +17.4% | +15.1% |
| 6M | -1.0% | +36.1% | -37.1% | -5.2% |
| YTD | +7.4% | +52.6% | -45.2% | +1.1% |
| 1Y | -0.1% | +21.5% | -21.6% | -3.4% |
| All | -0.1% | +23.1% | -23.2% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FFIV 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling