+106.3%
CNH vs FIVN
+92.2%
+14.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.2% |
| 7D | +6.4% | -17.4% | +23.8% | +8.6% |
| 30D | -1.6% | -20.4% | +18.7% | +0.7% |
| 3M | +11.6% | -9.6% | +21.2% | +11.8% |
| 6M | +12.5% | +34.7% | -22.2% | +5.6% |
| YTD | +31.1% | +40.6% | -9.5% | +20.1% |
| 1Y | +17.0% | +34.3% | -17.3% | +7.9% |
| 3Y | +28.7% | -55.5% | +84.2% | +35.2% |
| 5Y | -17.4% | -82.5% | +65.0% | -6.5% |
| All | +106.3% | +92.2% | +14.1% | +58.7% |
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 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