+135.5%
CVE vs FIVN
-81.1%
+216.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.6% | +17.1% | +0.9% |
| 7D | -16.1% | -22.6% | +6.5% | -14.4% |
| 30D | -10.4% | -16.8% | +6.4% | -9.2% |
| 3M | -2.4% | -0.9% | -1.5% | -3.2% |
| 6M | -4.4% | +28.4% | -32.8% | -8.3% |
| YTD | +64.9% | +40.2% | +24.7% | +55.1% |
| 1Y | +66.0% | +30.5% | +35.5% | +57.2% |
| 3Y | +57.7% | -56.2% | +113.9% | +62.6% |
| All | +135.5% | -81.1% | +216.7% | +148.1% |
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