+113.8%
CF vs FIVN
-82.6%
+196.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +0.9% | +1.4% |
| 7D | +5.4% | -17.4% | +22.8% | +5.8% |
| 30D | +6.5% | -20.4% | +26.9% | +7.0% |
| 3M | +4.6% | -9.6% | +14.3% | +4.5% |
| 6M | -3.3% | +34.7% | -38.0% | -5.3% |
| YTD | +63.9% | +40.6% | +23.3% | +59.7% |
| 1Y | +50.4% | +34.3% | +16.1% | +47.0% |
| 3Y | +68.2% | -55.5% | +123.7% | +70.7% |
| 5Y | +113.8% | -82.5% | +196.3% | +119.5% |
| All | +113.8% | -82.6% | +196.4% | +119.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling