+7.8%
CNH vs FIVN
-55.5%
+63.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.1% | +0.6% | -4.8% |
| 7D | +8.8% | -8.2% | +17.0% | +9.9% |
| 30D | +24.7% | -8.1% | +32.8% | +25.6% |
| 3M | +27.3% | +34.9% | -7.6% | +21.5% |
| 6M | +23.2% | +72.6% | -49.5% | +11.1% |
| YTD | +48.9% | +55.8% | -6.8% | +36.2% |
| 1Y | +19.4% | +17.1% | +2.3% | +16.1% |
| 3Y | +7.8% | -54.3% | +62.1% | +14.2% |
| All | +7.8% | -55.5% | +63.3% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling