+1,490.3%
CTAS vs FIVN
+318.5%
+1,171.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | -1.8% | -2.3% | +0.5% | -1.6% |
| 30D | -0.2% | +12.4% | -12.6% | -1.9% |
| 3M | +11.7% | +36.0% | -24.3% | +7.0% |
| 6M | +0.7% | +86.0% | -85.3% | -8.0% |
| YTD | +7.4% | +65.9% | -58.5% | -0.9% |
| 1Y | -2.1% | +26.5% | -28.6% | -6.9% |
| 3Y | +62.9% | -54.2% | +117.2% | +71.0% |
| 5Y | +111.9% | -80.5% | +192.3% | +138.4% |
| 10Y | +652.2% | +109.6% | +542.6% | +513.3% |
| All | +1,490.3% | +318.5% | +1,171.9% | +1,096.5% |
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