+336.3%
CB vs FIVN
+318.5%
+17.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.8% |
| 7D | +0.5% | -2.3% | +2.8% | +0.6% |
| 30D | -3.1% | +12.4% | -15.5% | -3.6% |
| 3M | +9.0% | +36.0% | -27.1% | +7.5% |
| 6M | +2.9% | +86.0% | -83.1% | 0.0% |
| YTD | +10.1% | +65.9% | -55.8% | +7.4% |
| 1Y | +22.8% | +26.5% | -3.7% | +20.9% |
| 3Y | +73.8% | -54.2% | +128.0% | +76.6% |
| 5Y | +99.2% | -80.5% | +179.6% | +106.9% |
| 10Y | +218.2% | +109.6% | +108.6% | +178.6% |
| All | +336.3% | +318.5% | +17.9% | +266.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling