-0.8%
COR vs FIVN
+29.8%
-30.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +3.0% |
| 7D | +7.8% | -2.8% | +10.7% | +7.9% |
| 30D | +7.0% | -17.4% | +24.4% | +7.5% |
| 3M | +16.3% | -19.2% | +35.4% | +16.8% |
| 6M | +41.3% | +29.4% | +11.9% | +40.6% |
| YTD | +7.1% | +36.3% | -29.1% | +8.1% |
| 1Y | -0.8% | +33.5% | -34.3% | -0.2% |
| All | -0.8% | +29.8% | -30.7% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling