+5.5%
CG vs FIVN
-82.0%
+87.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -3.2% |
| 7D | -6.4% | -9.6% | +3.2% | -3.8% |
| 30D | -7.1% | -11.9% | +4.9% | -3.9% |
| 3M | -1.6% | +40.1% | -41.7% | -12.1% |
| 6M | -8.3% | +68.3% | -76.7% | -24.6% |
| YTD | -23.8% | +51.5% | -75.3% | -35.7% |
| 1Y | -28.7% | +15.1% | -43.9% | -34.9% |
| 3Y | +49.2% | -55.6% | +104.7% | +70.6% |
| 5Y | +5.5% | -82.4% | +87.9% | +50.6% |
| All | +5.5% | -82.0% | +87.6% | +50.6% |
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