+420.1%
CORZ vs FIVN
-58.5%
+478.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.4% | +0.4% |
| 7D | +8.4% | -2.3% | +10.6% | +8.8% |
| 30D | -17.8% | +12.4% | -30.2% | -20.2% |
| 3M | -35.9% | +36.0% | -71.9% | -40.5% |
| 6M | +12.9% | +86.0% | -73.0% | -6.0% |
| YTD | +22.9% | +65.9% | -43.1% | +4.5% |
| 1Y | +31.4% | +26.5% | +4.8% | +23.0% |
| All | +420.1% | -58.5% | +478.6% | +493.2% |
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