+44.8%
CLBK vs FIVN
-82.6%
+127.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -1.4% | -11.3% | +9.9% | -0.1% |
| 30D | +4.5% | -7.3% | +11.8% | +5.2% |
| 3M | +22.8% | +41.7% | -18.9% | +17.2% |
| 6M | +43.4% | +78.3% | -34.8% | +31.8% |
| YTD | +64.1% | +50.9% | +13.2% | +53.3% |
| 1Y | +67.6% | +19.7% | +47.9% | +60.5% |
| 3Y | +53.3% | -55.7% | +109.0% | +56.7% |
| 5Y | +44.8% | -82.6% | +127.4% | +56.0% |
| All | +44.8% | -82.6% | +127.4% | +56.0% |
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