+142.1%
CI vs FIVN
+118.5%
+23.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.1% |
| 7D | -0.1% | -7.8% | +7.8% | +0.4% |
| 30D | +1.8% | -1.7% | +3.5% | +1.8% |
| 3M | -4.2% | +47.2% | -51.4% | -6.5% |
| 6M | +8.8% | +82.7% | -73.9% | +4.4% |
| YTD | +3.7% | +52.9% | -49.2% | +0.4% |
| 1Y | -6.1% | +17.5% | -23.6% | -7.8% |
| 3Y | +4.5% | -55.8% | +60.3% | +8.0% |
| 5Y | +50.5% | -82.3% | +132.9% | +65.1% |
| All | +142.1% | +118.5% | +23.6% | +87.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling