+8.9%
CRCL vs FIVN
+4.9%
+4.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | -0.2% |
| 7D | -11.2% | -7.8% | -3.4% | -8.6% |
| 30D | +27.1% | -1.7% | +28.8% | +28.2% |
| 3M | +9.6% | +47.2% | -37.5% | -5.7% |
| 6M | -19.7% | +82.7% | -102.4% | -38.9% |
| YTD | +14.2% | +52.9% | -38.7% | -8.0% |
| 1Y | -32.2% | +17.5% | -49.7% | -40.6% |
| All | +8.9% | +4.9% | +4.0% | -0.3% |
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 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