+49.0%
CG vs FIVN
-55.7%
+104.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -3.3% |
| 7D | -6.4% | -9.6% | +3.2% | -4.1% |
| 30D | -7.1% | -11.9% | +4.9% | -4.3% |
| 3M | -1.6% | +40.1% | -41.7% | -10.9% |
| 6M | -8.3% | +68.3% | -76.7% | -23.2% |
| YTD | -23.8% | +51.5% | -75.3% | -34.5% |
| 1Y | -28.7% | +15.1% | -43.9% | -33.6% |
| All | +49.0% | -55.7% | +104.7% | +63.3% |
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 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