+73.0%
CF vs FIVN
-53.5%
+126.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -3.1% |
| 7D | +6.0% | -2.3% | +8.3% | +6.1% |
| 30D | +14.8% | +12.4% | +2.4% | +14.2% |
| 3M | +14.1% | +36.0% | -22.0% | +12.2% |
| 6M | +28.5% | +86.0% | -57.4% | +24.1% |
| YTD | +74.9% | +65.9% | +9.0% | +69.9% |
| 1Y | +61.7% | +26.5% | +35.2% | +60.6% |
| All | +73.0% | -53.5% | +126.5% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling