-24.7%
CCL vs FIVN
+318.5%
-343.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.6% | +0.6% |
| 7D | -5.0% | -2.3% | -2.8% | -4.6% |
| 30D | -20.3% | +12.4% | -32.7% | -22.8% |
| 3M | -15.1% | +36.0% | -51.2% | -21.4% |
| 6M | -15.1% | +86.0% | -101.1% | -28.1% |
| YTD | -21.8% | +65.9% | -87.7% | -32.5% |
| 1Y | -24.8% | +26.5% | -51.3% | -31.4% |
| 3Y | +51.9% | -54.2% | +106.1% | +65.0% |
| 5Y | +4.0% | -80.5% | +84.5% | +22.2% |
| 10Y | -42.2% | +109.6% | -151.9% | -51.0% |
| All | -24.7% | +318.5% | -343.2% | -43.6% |
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