+335.5%
FIVN vs CASY
+1,097.1%
-761.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.0% |
| 3M | +36.0% | -0.6% | +36.7% | +34.8% |
| 6M | +86.0% | +10.7% | +75.3% | +79.5% |
| YTD | +65.9% | +37.1% | +28.8% | +52.3% |
| 1Y | +26.5% | +52.3% | -25.8% | +12.8% |
| 3Y | -54.2% | +215.2% | -269.4% | -66.1% |
| 5Y | -80.5% | +276.5% | -356.9% | -86.3% |
| 10Y | +109.6% | +508.4% | -398.7% | +24.4% |
| All | +335.5% | +1,097.1% | -761.6% | +117.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling