-30.4%
CPB vs FIVN
+27.5%
-57.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.2% |
| 7D | -8.6% | -2.3% | -6.3% | -8.4% |
| 30D | -7.2% | +12.4% | -19.6% | -8.3% |
| 3M | +0.9% | +36.0% | -35.1% | -2.4% |
| 6M | -11.8% | +86.0% | -97.8% | -15.4% |
| YTD | -19.4% | +65.9% | -85.3% | -23.0% |
| 1Y | -30.4% | +26.5% | -56.9% | -34.3% |
| All | -30.4% | +27.5% | -57.9% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling