-14.1%
CG vs FIVN
+55.4%
-69.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.3% |
| 7D | +9.4% | -3.4% | +12.8% | +10.0% |
| 30D | +8.7% | +5.8% | +3.0% | +7.6% |
| 3M | -15.0% | +22.0% | -37.0% | -18.0% |
| 6M | -13.2% | +55.7% | -68.9% | -19.6% |
| YTD | -26.2% | +81.3% | -107.4% | -34.0% |
| 1Y | -14.1% | +58.0% | -72.1% | -20.5% |
| All | -14.1% | +55.4% | -69.5% | -20.5% |
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 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