+14.8%
CNH vs FIVN
+55.4%
-40.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.1% |
| 7D | +6.5% | -3.4% | +9.9% | +6.3% |
| 30D | -12.0% | +5.8% | -17.7% | -11.7% |
| 3M | +4.4% | +22.0% | -17.7% | +5.1% |
| 6M | +15.7% | +55.7% | -40.1% | +17.1% |
| YTD | +28.2% | +81.3% | -53.1% | +34.5% |
| 1Y | +14.8% | +58.0% | -43.2% | +27.7% |
| All | +14.8% | +55.4% | -40.6% | +27.7% |
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