+95.2%
CNC vs FIVN
+118.5%
-23.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.4% |
| 7D | -0.9% | -7.8% | +6.9% | 0.0% |
| 30D | -1.0% | -1.7% | +0.8% | -0.9% |
| 3M | +4.5% | +47.2% | -42.7% | -0.2% |
| 6M | +85.2% | +82.7% | +2.5% | +71.1% |
| YTD | +61.4% | +52.9% | +8.5% | +51.6% |
| 1Y | +94.9% | +17.5% | +77.4% | +87.8% |
| 3Y | 0.0% | -55.8% | +55.8% | +5.2% |
| 5Y | +11.2% | -82.3% | +93.5% | +28.7% |
| All | +95.2% | +118.5% | -23.3% | +36.3% |
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 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