+49.0%
CCL vs FIVN
-55.7%
+104.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.5% |
| 7D | -4.4% | -9.6% | +5.2% | -2.1% |
| 30D | -18.2% | -11.9% | -6.3% | -16.0% |
| 3M | -17.7% | +40.1% | -57.8% | -25.4% |
| 6M | -13.0% | +68.3% | -81.4% | -27.4% |
| YTD | -24.5% | +51.5% | -75.9% | -35.4% |
| 1Y | -26.9% | +15.1% | -42.1% | -31.8% |
| All | +49.0% | -55.7% | +104.7% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling