+365.7%
CB vs FIVN
+263.1%
+102.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.5% |
| 7D | -1.5% | -19.3% | +17.8% | -0.8% |
| 30D | +6.5% | -20.7% | +27.2% | +7.3% |
| 3M | +4.1% | -15.1% | +19.1% | +4.4% |
| 6M | +14.4% | +30.6% | -16.2% | +12.7% |
| YTD | +17.5% | +44.0% | -26.5% | +15.0% |
| 1Y | +27.5% | +45.5% | -18.0% | +24.7% |
| 3Y | +71.6% | -52.8% | +124.4% | +73.6% |
| 5Y | +100.6% | -82.6% | +183.3% | +109.0% |
| 10Y | +243.0% | +109.4% | +133.6% | +199.2% |
| All | +365.7% | +263.1% | +102.5% | +292.3% |
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