-10.0%
CLX vs FIVN
-55.3%
+45.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.2% |
| 7D | +7.8% | -22.8% | +30.5% | +7.8% |
| 30D | +28.5% | -21.3% | +49.8% | +28.5% |
| 3M | +1.3% | -14.0% | +15.3% | +1.3% |
| 6M | +23.4% | +31.1% | -7.7% | +23.9% |
| YTD | +11.4% | +40.0% | -28.6% | +12.6% |
| 1Y | +6.9% | +38.1% | -31.2% | +8.1% |
| All | -10.0% | -55.3% | +45.3% | -7.1% |
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