+158.5%
CG vs FIVN
+318.5%
-160.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.1% |
| 7D | -4.3% | -2.3% | -2.0% | -3.9% |
| 30D | -5.1% | +12.4% | -17.5% | -7.9% |
| 3M | +8.7% | +36.0% | -27.3% | +0.7% |
| 6M | -9.2% | +86.0% | -95.2% | -22.7% |
| YTD | -18.9% | +65.9% | -84.8% | -29.5% |
| 1Y | -25.6% | +26.5% | -52.1% | -31.8% |
| 3Y | +57.3% | -54.2% | +111.5% | +70.1% |
| 5Y | +10.2% | -80.5% | +90.6% | +31.9% |
| 10Y | +364.2% | +109.6% | +254.6% | +295.7% |
| All | +158.5% | +318.5% | -160.0% | +96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling