+28.9%
CORZ vs FIVN
+17.1%
+11.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.1% | +10.8% | +4.4% |
| 7D | +16.6% | -8.2% | +24.8% | +16.2% |
| 30D | -10.9% | -8.1% | -2.7% | -11.0% |
| 3M | -31.0% | +34.9% | -65.9% | -30.1% |
| 6M | +26.0% | +72.6% | -46.6% | +25.3% |
| YTD | +28.6% | +55.8% | -27.1% | +27.2% |
| All | +28.9% | +17.1% | +11.8% | +32.8% |
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 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