+52.2%
CLX vs FIVN
+318.5%
-266.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.2% |
| 7D | -9.2% | -2.3% | -6.9% | -9.2% |
| 30D | -11.0% | +12.4% | -23.4% | -11.4% |
| 3M | +5.0% | +36.0% | -31.0% | +4.0% |
| 6M | -18.8% | +86.0% | -104.8% | -20.5% |
| YTD | -4.4% | +65.9% | -70.3% | -6.1% |
| 1Y | -21.9% | +26.5% | -48.4% | -22.5% |
| 3Y | -32.8% | -54.2% | +21.5% | -31.5% |
| 5Y | -34.6% | -80.5% | +45.9% | -32.1% |
| 10Y | -4.7% | +109.6% | -114.3% | -8.7% |
| All | +52.2% | +318.5% | -266.3% | +40.8% |
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 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