+374.5%
CB vs FIVN
+253.1%
+121.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.3% |
| 7D | -1.0% | -22.8% | +21.8% | -0.2% |
| 30D | +7.3% | -21.3% | +28.6% | +8.1% |
| 3M | +7.0% | -14.0% | +21.0% | +7.3% |
| 6M | +16.3% | +31.1% | -14.8% | +14.6% |
| YTD | +19.7% | +40.0% | -20.3% | +17.2% |
| 1Y | +27.8% | +38.1% | -10.3% | +25.1% |
| 3Y | +72.0% | -55.7% | +127.7% | +74.5% |
| 5Y | +104.9% | -82.5% | +187.4% | +113.3% |
| 10Y | +246.7% | +92.4% | +154.3% | +203.6% |
| All | +374.5% | +253.1% | +121.4% | +300.0% |
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