-14.6%
CRH vs FIVN
+27.5%
-42.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +2.5% |
| 7D | -1.7% | -2.3% | +0.6% | -1.6% |
| 30D | -5.4% | +12.4% | -17.8% | -6.0% |
| 3M | -11.2% | +36.0% | -47.2% | -12.5% |
| 6M | -15.8% | +86.0% | -101.8% | -18.0% |
| YTD | -23.6% | +65.9% | -89.6% | -24.8% |
| 1Y | -14.6% | +26.5% | -41.1% | -14.3% |
| All | -14.6% | +27.5% | -42.1% | -14.3% |
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