+98.7%
CRL vs FIVN
+33.4%
+65.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.6% |
| 7D | +8.9% | -17.4% | +26.3% | +11.1% |
| 30D | +14.0% | -20.4% | +34.4% | +16.9% |
| 3M | +19.8% | -9.6% | +29.5% | +19.9% |
| 6M | +102.0% | +34.7% | +67.3% | +84.0% |
| YTD | +70.8% | +40.6% | +30.3% | +54.2% |
| 1Y | +98.7% | +34.3% | +64.4% | +81.7% |
| All | +98.7% | +33.4% | +65.3% | +81.7% |
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 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