+42.6%
CTSH vs FIVN
+318.5%
-275.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -3.2% |
| 7D | -2.7% | -2.3% | -0.4% | -2.3% |
| 30D | +12.4% | +12.4% | 0.0% | +9.8% |
| 3M | +17.4% | +36.0% | -18.6% | +10.9% |
| 6M | -3.1% | +86.0% | -89.0% | -13.9% |
| YTD | -23.6% | +65.9% | -89.5% | -31.0% |
| 1Y | -10.8% | +26.5% | -37.3% | -16.4% |
| 3Y | -8.3% | -54.2% | +45.9% | -3.2% |
| 5Y | -11.3% | -80.5% | +69.1% | +1.3% |
| 10Y | +22.6% | +109.6% | -87.0% | +2.6% |
| All | +42.6% | +318.5% | -275.9% | +10.8% |
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