+81.8%
CVS vs FIVN
+292.8%
-211.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.4% |
| 7D | -1.6% | -8.2% | +6.7% | -1.2% |
| 30D | +0.4% | -8.1% | +8.5% | +0.7% |
| 3M | -0.4% | +34.9% | -35.3% | -1.9% |
| 6M | +25.1% | +72.6% | -47.5% | +21.3% |
| YTD | +23.9% | +55.8% | -31.9% | +20.5% |
| 1Y | +41.1% | +17.1% | +23.9% | +39.1% |
| 3Y | +63.6% | -54.3% | +117.9% | +67.0% |
| 5Y | +31.5% | -81.6% | +113.1% | +38.2% |
| 10Y | +40.5% | +109.2% | -68.7% | +25.2% |
| All | +81.8% | +292.8% | -211.1% | +56.7% |
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