+598.5%
CEG vs FIVN
-77.5%
+676.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.8% |
| 7D | +17.8% | -17.4% | +35.3% | +19.4% |
| 30D | -4.5% | -20.4% | +15.9% | -3.0% |
| 3M | +1.5% | -9.6% | +11.1% | +1.7% |
| 6M | -3.5% | +34.7% | -38.2% | -7.7% |
| YTD | -19.7% | +40.6% | -60.3% | -24.3% |
| 1Y | -19.8% | +34.3% | -54.1% | -24.0% |
| 3Y | +136.4% | -55.5% | +191.9% | +143.0% |
| All | +598.5% | -77.5% | +676.0% | +663.9% |
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 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