+66.0%
CVE vs FIVN
+23.8%
+42.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.6% | +17.1% | -1.1% |
| 7D | -16.1% | -22.6% | +6.5% | -16.8% |
| 30D | -10.4% | -16.8% | +6.4% | -10.7% |
| 3M | -2.4% | -0.9% | -1.5% | -1.9% |
| 6M | -4.4% | +28.4% | -32.8% | -3.0% |
| YTD | +64.9% | +40.2% | +24.7% | +64.8% |
| 1Y | +66.0% | +30.5% | +35.5% | +65.3% |
| All | +66.0% | +23.8% | +42.3% | +65.3% |
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