+173.1%
CNI vs FIVN
+282.0%
-108.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.5% |
| 7D | +0.9% | -9.6% | +10.4% | +1.8% |
| 30D | -2.1% | -11.9% | +9.8% | -1.1% |
| 3M | +1.8% | +40.1% | -38.3% | -1.9% |
| 6M | +14.8% | +68.3% | -53.5% | +7.6% |
| YTD | +25.4% | +51.5% | -26.1% | +18.3% |
| 1Y | +32.9% | +15.1% | +17.8% | +28.7% |
| 3Y | +20.2% | -55.6% | +75.7% | +25.2% |
| 5Y | +12.2% | -82.4% | +94.6% | +24.1% |
| 10Y | +136.0% | +114.5% | +21.5% | +98.2% |
| All | +173.1% | +282.0% | -108.9% | +115.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling