+105.2%
CTVA vs FIVN
-82.6%
+187.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -4.7% | -11.3% | +6.6% | -3.7% |
| 30D | +11.1% | -7.3% | +18.4% | +11.7% |
| 3M | +13.7% | +41.7% | -28.0% | +9.8% |
| 6M | +11.2% | +78.3% | -67.0% | +4.3% |
| YTD | +26.9% | +50.9% | -24.0% | +20.5% |
| 1Y | +18.8% | +19.7% | -0.8% | +15.3% |
| 3Y | +75.9% | -55.7% | +131.7% | +82.5% |
| 5Y | +105.2% | -82.6% | +187.8% | +130.2% |
| All | +105.2% | -82.6% | +187.8% | +130.2% |
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