-27.2%
CCL vs FIVN
+15.3%
-42.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -4.3% | -11.3% | +7.0% | -2.9% |
| 30D | -19.0% | -7.3% | -11.7% | -18.3% |
| 3M | -13.1% | +41.7% | -54.8% | -17.1% |
| 6M | -13.3% | +78.3% | -91.5% | -22.0% |
| YTD | -25.2% | +50.9% | -76.1% | -30.4% |
| 1Y | -27.2% | +19.7% | -46.9% | -28.1% |
| All | -27.2% | +15.3% | -42.5% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling