+83.5%
CLF vs FIVN
+99.4%
-15.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.9% | +8.8% | +5.6% |
| 7D | -9.1% | -22.4% | +13.4% | -5.0% |
| 30D | -0.9% | -23.8% | +22.8% | +3.6% |
| 3M | +3.0% | -19.5% | +22.5% | +6.1% |
| 6M | +16.7% | +25.6% | -8.9% | +8.8% |
| YTD | -3.2% | +38.4% | -41.6% | -13.4% |
| 1Y | +24.6% | +33.7% | -9.1% | +12.1% |
| 3Y | -22.3% | -56.2% | +33.9% | -16.8% |
| 5Y | -41.2% | -82.9% | +41.7% | -30.4% |
| 10Y | +83.5% | +103.6% | -20.1% | +53.7% |
| All | +83.5% | +99.4% | -15.8% | +53.7% |
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