-80.3%
FIVN vs CASY
+285.8%
-366.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | +12.4% | -11.3% | +23.7% | +14.8% |
| 3M | +36.0% | -0.6% | +36.7% | +34.7% |
| 6M | +86.0% | +10.7% | +75.3% | +78.9% |
| YTD | +65.9% | +37.1% | +28.8% | +50.7% |
| 1Y | +26.5% | +52.3% | -25.8% | +10.9% |
| 3Y | -54.2% | +215.2% | -269.4% | -68.6% |
| All | -80.3% | +285.8% | -366.2% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling