+79.9%
COR vs FIVN
-55.3%
+135.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.3% |
| 7D | -1.2% | -22.8% | +21.6% | -1.5% |
| 30D | +7.6% | -21.3% | +28.9% | +7.4% |
| 3M | +5.0% | -14.0% | +19.0% | +5.0% |
| 6M | +35.3% | +31.1% | +4.2% | +36.7% |
| YTD | +4.2% | +40.0% | -35.8% | +6.6% |
| 1Y | -3.4% | +38.1% | -41.5% | -1.2% |
| All | +79.9% | -55.3% | +135.2% | +77.8% |
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 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