+13.2%
CNH vs FIVN
-82.0%
+95.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.6% |
| 7D | +1.8% | -9.6% | +11.4% | +3.3% |
| 30D | +32.6% | -11.9% | +44.6% | +34.7% |
| 3M | +29.4% | +40.1% | -10.7% | +21.8% |
| 6M | +26.0% | +68.3% | -42.4% | +12.6% |
| YTD | +52.2% | +51.5% | +0.7% | +37.7% |
| 1Y | +23.9% | +15.1% | +8.7% | +18.0% |
| 3Y | +10.1% | -55.6% | +65.7% | +19.1% |
| 5Y | +13.2% | -82.4% | +95.6% | +37.6% |
| All | +13.2% | -82.0% | +95.2% | +37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling