+233.3%
CP vs FIVN
+105.2%
+128.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.9% |
| 7D | +0.6% | -9.6% | +10.2% | +1.7% |
| 30D | -0.5% | -11.9% | +11.4% | +0.8% |
| 3M | +0.1% | +40.1% | -40.0% | -4.3% |
| 6M | +7.8% | +68.3% | -60.5% | -0.3% |
| YTD | +22.9% | +51.5% | -28.6% | +14.5% |
| 1Y | +21.3% | +15.1% | +6.2% | +16.7% |
| 3Y | +20.4% | -55.6% | +75.9% | +26.9% |
| 5Y | +34.9% | -82.4% | +117.4% | +55.2% |
| 10Y | +233.3% | +114.5% | +118.9% | +181.4% |
| All | +233.3% | +105.2% | +128.1% | +181.4% |
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