+22.4%
CCI vs FIVN
+118.5%
-96.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.2% |
| 7D | -0.3% | -7.8% | +7.6% | +0.5% |
| 30D | +2.2% | -1.7% | +4.0% | +2.3% |
| 3M | -16.9% | +47.2% | -64.1% | -20.5% |
| 6M | -11.5% | +82.7% | -94.3% | -17.9% |
| YTD | -12.8% | +52.9% | -65.8% | -17.9% |
| 1Y | -17.1% | +17.5% | -34.5% | -20.0% |
| 3Y | -9.6% | -55.8% | +46.2% | -4.7% |
| 5Y | -48.9% | -82.3% | +33.4% | -42.2% |
| All | +22.4% | +118.5% | -96.1% | +7.0% |
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 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