+57.0%
CPAY vs FIVN
-82.2%
+139.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.4% |
| 7D | -2.0% | -7.8% | +5.9% | -0.2% |
| 30D | -0.4% | -1.7% | +1.4% | -0.2% |
| 3M | +16.4% | +47.2% | -30.8% | +5.2% |
| 6M | +23.5% | +82.7% | -59.2% | +4.0% |
| YTD | +35.7% | +52.9% | -17.3% | +18.4% |
| 1Y | +30.2% | +17.5% | +12.7% | +20.5% |
| 3Y | +49.7% | -55.8% | +105.5% | +63.8% |
| All | +57.0% | -82.2% | +139.2% | +90.0% |
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