+245.6%
CRH vs FIVN
+118.5%
+127.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.3% | +0.8% |
| 7D | -6.1% | -7.8% | +1.8% | -5.0% |
| 30D | -9.3% | -1.7% | -7.5% | -9.2% |
| 3M | -15.2% | +47.2% | -62.4% | -20.2% |
| 6M | -14.2% | +82.7% | -96.9% | -23.1% |
| YTD | -28.3% | +52.9% | -81.2% | -34.2% |
| 1Y | -21.8% | +17.5% | -39.2% | -25.6% |
| 3Y | +71.6% | -55.8% | +127.4% | +81.7% |
| 5Y | +96.6% | -82.3% | +178.9% | +125.3% |
| All | +245.6% | +118.5% | +127.1% | +181.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling