-3.3%
CLX vs FIVN
+115.6%
-118.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | -5.9% | -11.3% | +5.4% | -5.5% |
| 30D | -17.0% | -7.3% | -9.7% | -16.9% |
| 3M | -9.6% | +41.7% | -51.3% | -10.5% |
| 6M | -21.5% | +78.3% | -99.8% | -23.2% |
| YTD | -8.8% | +50.9% | -59.7% | -10.3% |
| 1Y | -24.7% | +19.7% | -44.3% | -25.2% |
| 3Y | -35.6% | -55.7% | +20.1% | -34.1% |
| 5Y | -37.6% | -82.6% | +44.9% | -34.4% |
| All | -3.3% | +115.6% | -118.9% | -10.0% |
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