+3,154.0%
CLS vs FIVN
+118.5%
+3,035.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.4% | +5.2% | +6.3% |
| 7D | +10.9% | -7.8% | +18.8% | +12.4% |
| 30D | +2.1% | -1.7% | +3.8% | +2.2% |
| 3M | -10.2% | +47.2% | -57.4% | -16.8% |
| 6M | +30.4% | +82.7% | -52.3% | +15.1% |
| YTD | +17.2% | +52.9% | -35.7% | +5.6% |
| 1Y | +41.0% | +17.5% | +23.6% | +33.1% |
| 3Y | +1,338.0% | -55.8% | +1,393.8% | +1,437.0% |
| 5Y | +3,860.6% | -82.3% | +3,942.9% | +4,480.3% |
| All | +3,154.0% | +118.5% | +3,035.5% | +2,659.3% |
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