+180.9%
COR vs FIVN
-82.0%
+263.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.3% | -0.4% |
| 7D | -3.9% | -9.6% | +5.7% | -3.9% |
| 30D | -0.3% | -11.9% | +11.6% | -0.4% |
| 3M | +15.9% | +40.1% | -24.2% | +16.0% |
| 6M | -10.3% | +68.3% | -78.6% | -9.7% |
| YTD | -3.7% | +51.5% | -55.2% | -3.1% |
| 1Y | +9.1% | +15.1% | -6.0% | +9.6% |
| 3Y | +86.6% | -55.6% | +142.1% | +88.7% |
| 5Y | +180.9% | -82.4% | +263.4% | +191.0% |
| All | +180.9% | -82.0% | +263.0% | +191.0% |
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