+118.7%
CDE vs FIVN
+280.5%
-161.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.1% |
| 7D | -6.1% | -11.3% | +5.2% | -3.8% |
| 30D | +9.5% | -7.3% | +16.8% | +10.8% |
| 3M | +32.0% | +41.7% | -9.7% | +22.2% |
| 6M | -12.8% | +78.3% | -91.0% | -24.6% |
| YTD | +14.2% | +50.9% | -36.7% | +1.6% |
| 1Y | +36.3% | +19.7% | +16.6% | +26.5% |
| 3Y | +821.4% | -55.7% | +877.1% | +912.0% |
| 5Y | +194.3% | -82.6% | +276.8% | +265.6% |
| 10Y | +53.2% | +113.6% | -60.4% | +41.8% |
| All | +118.7% | +280.5% | -161.8% | +70.2% |
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