+58.0%
FIVN vs CASY
+32.1%
+25.8%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.7% |
| 7D | -3.4% | +0.8% | -4.2% | -3.3% |
| 30D | +5.8% | +9.4% | -3.7% | +6.3% |
| 3M | +22.0% | -20.6% | +42.6% | +20.2% |
| 6M | +55.7% | -20.7% | +76.5% | +56.4% |
| YTD | +81.3% | +22.5% | +58.8% | +92.1% |
| 1Y | +58.0% | +29.5% | +28.5% | +68.8% |
| All | +58.0% | +32.1% | +25.8% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling