+314.0%
CRH vs FIVN
+285.7%
+28.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.0% |
| 6M | -14.2% | +82.7% | -96.9% | -22.6% |
| YTD | -28.3% | +52.9% | -81.2% | -33.9% |
| 1Y | -21.8% | +17.5% | -39.2% | -25.4% |
| 3Y | +71.6% | -55.8% | +127.4% | +81.0% |
| 5Y | +96.6% | -82.3% | +178.9% | +123.4% |
| 10Y | +253.8% | +116.5% | +137.3% | +185.4% |
| All | +314.0% | +285.7% | +28.4% | +207.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling