+15.5%
CNI vs FIVN
-82.2%
+97.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.8% |
| 7D | -0.4% | -7.8% | +7.5% | +0.3% |
| 30D | -2.7% | -1.7% | -1.0% | -2.6% |
| 3M | +3.9% | +47.2% | -43.3% | -0.3% |
| 6M | +16.4% | +82.7% | -66.4% | +8.3% |
| YTD | +25.8% | +52.9% | -27.1% | +18.8% |
| 1Y | +32.4% | +17.5% | +14.9% | +28.5% |
| 3Y | +19.1% | -55.8% | +74.9% | +25.6% |
| All | +15.5% | -82.2% | +97.7% | +31.4% |
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 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