+41.9%
CI vs FIVN
-81.8%
+123.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.3% | -1.7% |
| 7D | -2.0% | -8.2% | +6.2% | -1.9% |
| 30D | -1.8% | -8.1% | +6.3% | -1.7% |
| 3M | -4.2% | +34.9% | -39.1% | -4.7% |
| 6M | +2.7% | +72.6% | -69.9% | +1.7% |
| YTD | +1.9% | +55.8% | -53.8% | +1.1% |
| 1Y | -6.3% | +17.1% | -23.4% | -6.4% |
| 3Y | +3.9% | -54.3% | +58.2% | +5.3% |
| 5Y | +41.9% | -81.6% | +123.4% | +47.3% |
| All | +41.9% | -81.8% | +123.7% | +47.3% |
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 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