+220.7%
CF vs FIVN
-80.6%
+301.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +24.3% |
| YTD | +74.9% | +65.9% | +9.0% | +69.8% |
| 1Y | +61.7% | +26.5% | +35.2% | +59.4% |
| 3Y | +80.3% | -54.2% | +134.5% | +83.9% |
| All | +220.7% | -80.6% | +301.3% | +266.5% |
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