-31.9%
CEG vs FIVN
+55.4%
-87.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -6.7% |
| 7D | -4.8% | -3.4% | -1.4% | -4.8% |
| 30D | -8.2% | +5.8% | -13.9% | -8.0% |
| 3M | -7.9% | +22.0% | -29.9% | -7.5% |
| 6M | -23.2% | +55.7% | -79.0% | -21.9% |
| YTD | -30.1% | +81.3% | -111.4% | -28.6% |
| 1Y | -31.9% | +58.0% | -89.9% | -29.9% |
| All | -31.9% | +55.4% | -87.3% | -29.9% |
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