+256.9%
CP vs FIVN
+104.7%
+152.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.1% |
| 7D | -0.7% | -22.8% | +22.1% | +1.9% |
| 30D | +9.6% | -21.3% | +30.9% | +12.1% |
| 3M | +2.2% | -14.0% | +16.2% | +3.1% |
| 6M | +11.1% | +31.1% | -20.0% | +5.9% |
| YTD | +28.2% | +40.0% | -11.8% | +19.6% |
| 1Y | +32.2% | +38.1% | -5.9% | +23.4% |
| 3Y | +35.5% | -55.7% | +91.2% | +42.2% |
| 5Y | +26.8% | -82.5% | +109.3% | +45.2% |
| 10Y | +256.9% | +92.4% | +164.5% | +201.8% |
| All | +256.9% | +104.7% | +152.2% | +201.8% |
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