-4.2%
CORZ vs FIVN
+29.8%
-34.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.0% |
| 7D | +23.5% | -2.8% | +26.3% | +23.5% |
| 30D | +7.5% | -17.4% | +24.9% | +7.7% |
| 3M | -26.6% | -19.2% | -7.4% | -26.3% |
| 6M | -39.5% | +29.4% | -68.9% | -37.2% |
| YTD | -0.3% | +36.3% | -36.5% | -1.4% |
| 1Y | -4.2% | +33.5% | -37.7% | -4.7% |
| All | -4.2% | +29.8% | -34.1% | -4.7% |
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