+52.0%
CI vs FIVN
-82.8%
+134.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.7% | -0.6% |
| 7D | -1.3% | -22.8% | +21.5% | -0.9% |
| 30D | +6.4% | -21.3% | +27.7% | +6.8% |
| 3M | +10.7% | -14.0% | +24.7% | +10.9% |
| 6M | +5.5% | +31.1% | -25.6% | +4.9% |
| YTD | +11.4% | +40.0% | -28.6% | +10.6% |
| 1Y | +15.0% | +38.1% | -23.0% | +14.2% |
| 3Y | +9.0% | -55.7% | +64.6% | +10.4% |
| 5Y | +52.0% | -82.5% | +134.5% | +54.1% |
| All | +52.0% | -82.8% | +134.8% | +54.1% |
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