+32.1%
CL vs FIVN
+55.4%
-23.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +3.3% |
| 7D | +7.7% | -3.4% | +11.1% | +7.6% |
| 30D | +15.2% | +5.8% | +9.5% | +15.4% |
| 3M | +7.3% | +22.0% | -14.7% | +7.7% |
| 6M | +17.0% | +55.7% | -38.7% | +17.8% |
| YTD | +28.0% | +81.3% | -53.3% | +28.4% |
| 1Y | +32.1% | +58.0% | -25.9% | +31.4% |
| All | +32.1% | +55.4% | -23.3% | +31.4% |
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