+97.4%
CB vs FIVN
-81.8%
+179.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -1.3% |
| 7D | -0.6% | -8.2% | +7.6% | -0.4% |
| 30D | -3.9% | -8.1% | +4.2% | -3.7% |
| 3M | +4.9% | +34.9% | -30.0% | +3.9% |
| 6M | +3.3% | +72.6% | -69.4% | +1.4% |
| YTD | +8.5% | +55.8% | -47.2% | +6.8% |
| 1Y | +22.1% | +17.1% | +4.9% | +21.1% |
| 3Y | +70.1% | -54.3% | +124.4% | +72.7% |
| 5Y | +97.4% | -81.6% | +178.9% | +103.6% |
| All | +97.4% | -81.8% | +179.2% | +103.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling