-37.7%
CPB vs FIVN
-82.0%
+44.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.3% | +0.6% |
| 7D | -8.0% | -9.6% | +1.6% | -7.8% |
| 30D | -2.4% | -11.9% | +9.5% | -2.2% |
| 3M | +0.5% | +40.1% | -39.5% | +0.1% |
| 6M | -10.5% | +68.3% | -78.8% | -10.9% |
| YTD | -17.5% | +51.5% | -69.0% | -18.0% |
| 1Y | -31.0% | +15.1% | -46.2% | -31.5% |
| 3Y | -40.6% | -55.6% | +14.9% | -42.3% |
| 5Y | -37.7% | -82.4% | +44.7% | -41.5% |
| All | -37.7% | -82.0% | +44.3% | -41.5% |
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