+5.6%
CDE vs FIVN
+55.4%
-49.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.6% | +7.1% | +8.6% |
| 7D | +1.1% | -3.4% | +4.5% | +1.5% |
| 30D | -14.5% | +5.8% | -20.2% | -15.0% |
| 3M | -10.1% | +22.0% | -32.1% | -12.0% |
| 6M | -16.9% | +55.7% | -72.6% | -19.1% |
| YTD | -18.1% | +81.3% | -99.4% | -21.6% |
| 1Y | +5.6% | +58.0% | -52.4% | +3.0% |
| All | +5.6% | +55.4% | -49.8% | +3.0% |
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 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