+57.1%
CVE vs FIVN
+42.1%
+14.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.6% |
| 7D | -10.1% | -19.3% | +9.2% | -10.6% |
| 30D | -12.1% | -20.7% | +8.6% | -12.6% |
| 3M | -1.9% | -15.1% | +13.2% | -2.0% |
| 6M | -1.8% | +30.6% | -32.5% | -0.5% |
| YTD | +65.8% | +44.0% | +21.8% | +64.8% |
| All | +57.1% | +42.1% | +14.9% | +55.8% |
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