+50.3%
CF vs FIVN
+36.2%
+14.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.4% | +0.8% |
| 7D | +10.4% | -22.8% | +33.1% | +8.8% |
| 30D | +7.6% | -21.3% | +28.9% | +6.2% |
| 3M | +5.2% | -14.0% | +19.1% | +4.6% |
| 6M | -0.1% | +31.1% | -31.2% | +1.1% |
| YTD | +61.7% | +40.0% | +21.7% | +67.0% |
| 1Y | +50.3% | +38.1% | +12.3% | +54.3% |
| All | +50.3% | +36.2% | +14.1% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling