+155.6%
CNP vs FIVN
+318.5%
-162.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.6% |
| 7D | +1.1% | -2.3% | +3.4% | +1.2% |
| 30D | -1.8% | +12.4% | -14.2% | -2.6% |
| 3M | -4.6% | +36.0% | -40.7% | -6.6% |
| 6M | -8.8% | +86.0% | -94.8% | -12.8% |
| YTD | +5.2% | +65.9% | -60.7% | +1.2% |
| 1Y | +8.3% | +26.5% | -18.2% | +5.8% |
| 3Y | +54.9% | -54.2% | +109.1% | +59.8% |
| 5Y | +73.5% | -80.5% | +154.0% | +86.0% |
| 10Y | +139.1% | +109.6% | +29.5% | +110.3% |
| All | +155.6% | +318.5% | -162.9% | +115.2% |
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 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