+20.2%
CLF vs FIVN
+55.4%
-35.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.6% | -10.8% | -9.3% |
| 7D | -7.9% | -3.4% | -4.5% | -7.7% |
| 30D | +5.2% | +5.8% | -0.5% | +4.8% |
| 3M | +4.3% | +22.0% | -17.7% | +3.5% |
| 6M | +25.3% | +55.7% | -30.5% | +23.6% |
| YTD | -3.3% | +81.3% | -84.6% | -9.1% |
| 1Y | +20.2% | +58.0% | -37.8% | +15.9% |
| All | +20.2% | +55.4% | -35.2% | +15.9% |
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