+55.4%
CVS vs FIVN
-55.8%
+111.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -2.0% | -11.3% | +9.3% | -1.8% |
| 30D | +1.9% | -7.3% | +9.2% | +2.0% |
| 3M | -2.2% | +41.7% | -43.9% | -2.7% |
| 6M | +26.7% | +78.3% | -51.5% | +24.7% |
| YTD | +22.9% | +50.9% | -28.0% | +21.8% |
| 1Y | +32.9% | +19.7% | +13.3% | +33.0% |
| All | +55.4% | -55.8% | +111.3% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling