-18.0%
CPB vs FIVN
+55.4%
-73.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +5.8% |
| 7D | +13.0% | -3.4% | +16.4% | +13.2% |
| 30D | +20.5% | +5.8% | +14.8% | +19.8% |
| 3M | +2.2% | +22.0% | -19.8% | -0.1% |
| 6M | +15.4% | +55.7% | -40.4% | +9.8% |
| YTD | -12.3% | +81.3% | -93.6% | -17.4% |
| 1Y | -18.0% | +58.0% | -75.9% | -22.8% |
| All | -18.0% | +55.4% | -73.4% | -22.8% |
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 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