+31.5%
CP vs FIVN
-81.8%
+113.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.6% | 0.0% |
| 7D | +2.4% | -8.2% | +10.7% | +3.2% |
| 30D | -0.5% | -8.1% | +7.6% | +0.1% |
| 3M | +1.4% | +34.9% | -33.5% | -1.7% |
| 6M | +10.3% | +72.6% | -62.3% | +3.5% |
| YTD | +24.3% | +55.8% | -31.5% | +17.4% |
| 1Y | +20.4% | +17.1% | +3.3% | +17.1% |
| 3Y | +21.8% | -54.3% | +76.1% | +27.1% |
| 5Y | +31.5% | -81.6% | +113.1% | +40.0% |
| All | +31.5% | -81.8% | +113.3% | +40.0% |
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