+5.9%
CRBG vs FIVN
+20.3%
-14.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +1.2% |
| 7D | +0.6% | -7.8% | +8.4% | +1.8% |
| 30D | +2.6% | -1.7% | +4.4% | +2.8% |
| 3M | +24.0% | +47.2% | -23.2% | +15.2% |
| 6M | +50.5% | +82.7% | -32.2% | +30.0% |
| YTD | +17.1% | +52.9% | -35.8% | +6.1% |
| 1Y | +5.9% | +17.5% | -11.6% | +2.3% |
| All | +5.9% | +20.3% | -14.5% | +2.3% |
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