+69.9%
CNP vs FIVN
-82.0%
+151.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.8% |
| 7D | +0.7% | -9.6% | +10.2% | +0.9% |
| 30D | -0.1% | -11.9% | +11.9% | +0.2% |
| 3M | -5.6% | +40.1% | -45.7% | -6.7% |
| 6M | -7.5% | +68.3% | -75.8% | -9.2% |
| YTD | +5.5% | +51.5% | -46.0% | +3.8% |
| 1Y | +8.3% | +15.1% | -6.8% | +7.8% |
| 3Y | +51.8% | -55.6% | +107.3% | +56.6% |
| 5Y | +69.9% | -82.4% | +152.3% | +70.5% |
| All | +69.9% | -82.0% | +151.9% | +70.5% |
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