+467.4%
CF vs FIVN
+102.4%
+365.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +2.8% |
| 7D | +4.8% | -22.4% | +27.2% | +6.2% |
| 30D | +9.7% | -23.8% | +33.5% | +11.2% |
| 3M | +1.2% | -19.5% | +20.8% | +2.0% |
| 6M | +7.4% | +25.6% | -18.2% | +4.3% |
| YTD | +60.5% | +38.4% | +22.1% | +53.6% |
| 1Y | +50.7% | +33.7% | +17.1% | +44.6% |
| 3Y | +64.8% | -56.2% | +121.0% | +69.8% |
| 5Y | +115.8% | -82.9% | +198.7% | +135.1% |
| All | +467.4% | +102.4% | +365.0% | +288.3% |
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