+487.0%
CF vs FIVN
+109.8%
+377.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -0.3% |
| 7D | -0.9% | -19.3% | +18.4% | +0.2% |
| 30D | +6.9% | -20.7% | +27.6% | +8.2% |
| 3M | +4.8% | -15.1% | +19.9% | +5.3% |
| 6M | +4.7% | +30.6% | -26.0% | +1.4% |
| YTD | +56.5% | +44.0% | +12.5% | +49.4% |
| 1Y | +48.4% | +45.5% | +2.9% | +41.5% |
| 3Y | +59.1% | -52.8% | +111.9% | +63.1% |
| 5Y | +109.5% | -82.6% | +192.2% | +128.4% |
| 10Y | +487.0% | +109.4% | +377.6% | +296.4% |
| All | +487.0% | +109.8% | +377.1% | +296.4% |
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