-22.7%
CLX vs FIVN
-82.8%
+60.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.2% |
| 7D | +7.8% | -22.8% | +30.5% | +8.1% |
| 30D | +28.5% | -21.3% | +49.8% | +28.9% |
| 3M | +1.3% | -14.0% | +15.3% | +1.5% |
| 6M | +23.4% | +31.1% | -7.7% | +22.9% |
| YTD | +11.4% | +40.0% | -28.6% | +10.9% |
| 1Y | +6.9% | +38.1% | -31.2% | +6.5% |
| 3Y | -9.8% | -55.7% | +45.9% | -7.5% |
| 5Y | -22.7% | -82.5% | +59.8% | -24.0% |
| All | -22.7% | -82.8% | +60.1% | -24.0% |
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 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