+1,312.5%
CLS vs FIVN
-55.5%
+1,368.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.1% | +11.8% | +6.7% |
| 7D | +12.8% | -8.2% | +21.0% | +14.4% |
| 30D | +3.8% | -8.1% | +11.9% | +5.1% |
| 3M | -14.6% | +34.9% | -49.5% | -20.0% |
| 6M | +32.2% | +72.6% | -40.4% | +16.7% |
| YTD | +11.6% | +55.8% | -44.1% | -0.2% |
| 1Y | +35.1% | +17.1% | +17.9% | +30.2% |
| 3Y | +1,312.5% | -54.3% | +1,366.9% | +1,322.5% |
| All | +1,312.5% | -55.5% | +1,368.1% | +1,322.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling