+1,698.9%
CTAS vs FIVN
+243.6%
+1,455.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | +2.0% | -2.8% | +4.8% | +2.3% |
| 30D | +8.7% | -17.4% | +26.1% | +10.7% |
| 3M | +13.3% | -19.2% | +32.4% | +15.2% |
| 6M | +39.4% | +29.4% | +10.0% | +33.1% |
| YTD | +21.5% | +36.3% | -14.8% | +13.8% |
| 1Y | +21.9% | +33.5% | -11.6% | +14.4% |
| 3Y | +73.6% | -56.8% | +130.5% | +82.2% |
| 5Y | +116.2% | -83.0% | +199.2% | +146.1% |
| 10Y | +818.2% | +87.3% | +730.9% | +656.1% |
| All | +1,698.9% | +243.6% | +1,455.2% | +1,275.0% |
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 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