+77.7%
CRL vs FIVN
+27.5%
+50.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -1.3% |
| 7D | -1.0% | -2.3% | +1.3% | -0.7% |
| 30D | +10.7% | +12.4% | -1.7% | +7.9% |
| 3M | +55.3% | +36.0% | +19.3% | +45.1% |
| 6M | +60.7% | +86.0% | -25.3% | +39.6% |
| YTD | +44.6% | +65.9% | -21.3% | +28.0% |
| 1Y | +77.7% | +26.5% | +51.2% | +60.0% |
| All | +77.7% | +27.5% | +50.3% | +60.0% |
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