+626.9%
CEG vs FIVN
-75.8%
+702.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.0% | -1.5% |
| 7D | +1.3% | -9.6% | +10.9% | +2.2% |
| 30D | +8.8% | -11.9% | +20.8% | +9.9% |
| 3M | +17.0% | +40.1% | -23.1% | +12.6% |
| 6M | -8.7% | +68.3% | -77.1% | -14.8% |
| YTD | -16.4% | +51.5% | -67.9% | -21.3% |
| 1Y | -1.8% | +15.1% | -16.9% | -4.4% |
| 3Y | +175.8% | -55.6% | +231.4% | +185.5% |
| All | +626.9% | -75.8% | +702.7% | +694.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling