+223.5%
CB vs FIVN
+105.2%
+118.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.0% | +0.4% |
| 7D | -0.5% | -9.6% | +9.1% | -0.2% |
| 30D | -3.1% | -11.9% | +8.9% | -2.7% |
| 3M | +4.2% | +40.1% | -35.9% | +2.9% |
| 6M | +4.7% | +68.3% | -63.6% | +2.5% |
| YTD | +8.8% | +51.5% | -42.6% | +6.8% |
| 1Y | +22.6% | +15.1% | +7.5% | +21.4% |
| 3Y | +70.6% | -55.6% | +126.2% | +73.2% |
| 5Y | +99.4% | -82.4% | +181.9% | +107.1% |
| 10Y | +223.5% | +114.5% | +109.0% | +186.4% |
| All | +223.5% | +105.2% | +118.2% | +186.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling