-34.1%
CORZ vs FIVN
+42.1%
-76.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +8.1% |
| 7D | +1.7% | -19.3% | +21.0% | +1.9% |
| 30D | -17.5% | -20.7% | +3.2% | -17.5% |
| 3M | -39.5% | -15.1% | -24.4% | -39.0% |
| 6M | -44.5% | +30.6% | -75.1% | -42.6% |
| YTD | -12.6% | +44.0% | -56.6% | -13.9% |
| All | -34.1% | +42.1% | -76.2% | -34.3% |
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