+2,899.7%
CLS vs FIVN
+292.8%
+2,606.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.1% | +11.8% | +6.6% |
| 7D | +12.8% | -8.2% | +21.0% | +14.2% |
| 30D | +3.8% | -8.1% | +11.9% | +4.9% |
| 3M | -14.6% | +34.9% | -49.5% | -19.1% |
| 6M | +32.2% | +72.6% | -40.4% | +19.4% |
| YTD | +11.6% | +55.8% | -44.1% | +1.5% |
| 1Y | +35.1% | +17.1% | +17.9% | +28.2% |
| 3Y | +1,312.5% | -54.3% | +1,366.9% | +1,389.1% |
| 5Y | +3,542.1% | -81.6% | +3,623.6% | +4,017.6% |
| 10Y | +2,944.0% | +109.2% | +2,834.8% | +2,515.9% |
| All | +2,899.7% | +292.8% | +2,606.9% | +2,327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling