+152.5%
CNH vs FIVN
+115.6%
+36.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | -2.5% | -11.3% | +8.8% | -1.0% |
| 30D | +27.0% | -7.3% | +34.3% | +27.9% |
| 3M | +32.6% | +41.7% | -9.1% | +25.5% |
| 6M | +23.6% | +78.3% | -54.7% | +11.2% |
| YTD | +47.8% | +50.9% | -3.0% | +35.6% |
| 1Y | +21.3% | +19.7% | +1.6% | +15.0% |
| 3Y | +7.0% | -55.7% | +62.7% | +13.1% |
| 5Y | +10.2% | -82.6% | +92.7% | +25.2% |
| All | +152.5% | +115.6% | +36.9% | +100.4% |
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