+114.5%
FIVN vs CASY
+468.0%
-353.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -14.2% | +11.5% | 0.0% |
| 7D | -9.6% | -16.5% | +6.9% | -6.6% |
| 30D | -11.9% | -26.4% | +14.5% | -6.9% |
| 3M | +40.1% | -17.3% | +57.4% | +43.6% |
| 6M | +68.3% | -5.2% | +73.6% | +67.1% |
| YTD | +51.5% | +14.1% | +37.4% | +43.9% |
| 1Y | +15.1% | +16.6% | -1.5% | +8.5% |
| 3Y | -55.6% | +163.7% | -219.3% | -66.0% |
| 5Y | -82.4% | +231.3% | -313.7% | -87.4% |
| 10Y | +114.5% | +462.9% | -348.4% | +25.8% |
| All | +114.5% | +468.0% | -353.5% | +25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling