+110.5%
CNC vs FIVN
+55.4%
+55.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.6% | +11.0% | +12.5% |
| 7D | +13.4% | -3.4% | +16.8% | +13.6% |
| 30D | +18.2% | +5.8% | +12.5% | +17.7% |
| 3M | +18.6% | +22.0% | -3.4% | +16.4% |
| 6M | +41.9% | +55.7% | -13.8% | +36.7% |
| YTD | +84.7% | +81.3% | +3.4% | +76.3% |
| 1Y | +110.5% | +58.0% | +52.5% | +99.1% |
| All | +110.5% | +55.4% | +55.1% | +99.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling