+109.6%
CTAS vs FIVN
-82.0%
+191.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | 0.0% |
| 7D | +1.0% | -9.6% | +10.6% | +2.0% |
| 30D | -1.1% | -11.9% | +10.9% | 0.0% |
| 3M | +11.5% | +40.1% | -28.6% | +7.1% |
| 6M | +0.2% | +68.3% | -68.2% | -6.5% |
| YTD | +7.2% | +51.5% | -44.3% | +0.8% |
| 1Y | 0.0% | +15.1% | -15.1% | -3.0% |
| 3Y | +65.9% | -55.6% | +121.5% | +76.0% |
| 5Y | +109.6% | -82.4% | +192.0% | +135.1% |
| All | +109.6% | -82.0% | +191.6% | +135.1% |
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