+607.3%
CEG vs FIVN
-75.9%
+683.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | +0.3% | -11.3% | +11.6% | +1.3% |
| 30D | +2.9% | -7.3% | +10.2% | +3.4% |
| 3M | +18.2% | +41.7% | -23.5% | +13.6% |
| 6M | -9.5% | +78.3% | -87.8% | -16.1% |
| YTD | -18.7% | +50.9% | -69.6% | -23.4% |
| 1Y | -10.1% | +19.7% | -29.8% | -12.9% |
| 3Y | +168.3% | -55.7% | +224.1% | +177.9% |
| All | +607.3% | -75.9% | +683.2% | +673.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling