+848.2%
CLS vs FIVN
-55.3%
+903.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.2% | +7.3% | +8.3% |
| 7D | +2.8% | -22.8% | +25.5% | +7.1% |
| 30D | -30.1% | -21.3% | -8.8% | -27.4% |
| 3M | -21.7% | -14.0% | -7.8% | -20.4% |
| 6M | -36.2% | +31.1% | -67.3% | -40.1% |
| YTD | -17.8% | +40.0% | -57.8% | -25.0% |
| 1Y | -26.8% | +38.1% | -64.9% | -33.0% |
| All | +848.2% | -55.3% | +903.4% | +834.3% |
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 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