+67.2%
CCI vs FIVN
+318.5%
-251.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | -1.6% |
| 7D | -0.4% | -2.3% | +1.9% | -0.2% |
| 30D | +2.7% | +12.4% | -9.7% | +1.4% |
| 3M | -18.2% | +36.0% | -54.2% | -20.8% |
| 6M | -14.8% | +86.0% | -100.8% | -20.3% |
| YTD | -12.6% | +65.9% | -78.5% | -17.7% |
| 1Y | -16.7% | +26.5% | -43.2% | -19.9% |
| 3Y | -10.5% | -54.2% | +43.7% | -6.9% |
| 5Y | -51.4% | -80.5% | +29.0% | -46.9% |
| 10Y | +20.0% | +109.6% | -89.6% | +8.5% |
| All | +67.2% | +318.5% | -251.3% | +45.3% |
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