+64.9%
CLBK vs FIVN
+7.7%
+57.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.2% |
| 7D | -1.5% | -7.8% | +6.4% | -0.7% |
| 30D | -1.0% | -1.7% | +0.7% | -1.0% |
| 3M | +22.9% | +47.2% | -24.3% | +17.9% |
| 6M | +44.2% | +82.7% | -38.5% | +34.3% |
| YTD | +64.0% | +52.9% | +11.1% | +54.9% |
| 1Y | +65.7% | +17.5% | +48.2% | +60.1% |
| 3Y | +54.1% | -55.8% | +109.9% | +57.2% |
| 5Y | +44.7% | -82.3% | +127.0% | +52.1% |
| All | +64.9% | +7.7% | +57.2% | +43.3% |
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 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