+135.5%
CVE vs FIVN
+99.4%
+36.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.2% | +0.6% |
| 7D | -10.0% | -22.4% | +12.4% | -8.4% |
| 30D | -11.9% | -23.8% | +11.9% | -10.3% |
| 3M | -5.9% | -19.5% | +13.6% | -5.0% |
| 6M | -1.6% | +25.6% | -27.1% | -4.6% |
| YTD | +66.3% | +38.4% | +27.9% | +58.6% |
| 1Y | +57.5% | +33.7% | +23.8% | +50.5% |
| 3Y | +65.4% | -56.2% | +121.6% | +69.0% |
| 5Y | +144.2% | -82.9% | +227.1% | +157.0% |
| 10Y | +135.5% | +103.6% | +31.9% | +109.8% |
| All | +135.5% | +99.4% | +36.2% | +109.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling