+2,005.0%
CLS vs FIVN
-82.8%
+2,087.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.2% | +7.3% | +8.3% |
| 7D | +2.8% | -22.8% | +25.5% | +8.0% |
| 30D | -30.1% | -21.3% | -8.8% | -26.9% |
| 3M | -21.7% | -14.0% | -7.8% | -20.2% |
| 6M | -36.2% | +31.1% | -67.3% | -41.2% |
| YTD | -17.8% | +40.0% | -57.8% | -27.3% |
| 1Y | -26.8% | +38.1% | -64.9% | -35.1% |
| 3Y | +853.4% | -55.7% | +909.0% | +940.0% |
| 5Y | +2,005.0% | -82.5% | +2,087.5% | +2,337.8% |
| All | +2,005.0% | -82.8% | +2,087.8% | +2,337.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling