+415.5%
CNQ vs FIVN
+118.5%
+297.0%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.6% |
| 7D | +0.1% | -7.8% | +8.0% | +0.6% |
| 30D | +6.2% | -1.7% | +7.9% | +6.2% |
| 3M | +12.4% | +47.2% | -34.8% | +8.9% |
| 6M | +9.0% | +82.7% | -73.7% | +3.5% |
| YTD | +52.2% | +52.9% | -0.7% | +45.9% |
| 1Y | +65.0% | +17.5% | +47.6% | +61.3% |
| 3Y | +78.8% | -55.8% | +134.7% | +83.7% |
| 5Y | +286.0% | -82.3% | +368.3% | +309.7% |
| All | +415.5% | +118.5% | +297.0% | +369.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling