+333.4%
CNC vs FIVN
+282.0%
+51.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.5% |
| 7D | -4.9% | -9.6% | +4.7% | -3.8% |
| 30D | -3.8% | -11.9% | +8.1% | -2.6% |
| 3M | -3.2% | +40.1% | -43.3% | -7.2% |
| 6M | +47.9% | +68.3% | -20.5% | +38.0% |
| YTD | +55.7% | +51.5% | +4.2% | +46.3% |
| 1Y | +106.2% | +15.1% | +91.1% | +99.1% |
| 3Y | -2.1% | -55.6% | +53.5% | +2.6% |
| 5Y | +3.4% | -82.4% | +85.8% | +17.9% |
| 10Y | +91.7% | +114.5% | -22.8% | +44.7% |
| All | +333.4% | +282.0% | +51.3% | +204.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling