-37.2%
CRL vs FIVN
-82.0%
+44.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.1% |
| 7D | -4.6% | -9.6% | +5.0% | -2.1% |
| 30D | +0.5% | -11.9% | +12.4% | +3.5% |
| 3M | +46.6% | +40.1% | +6.5% | +31.0% |
| 6M | +57.3% | +68.3% | -11.1% | +30.5% |
| YTD | +39.5% | +51.5% | -11.9% | +18.7% |
| 1Y | +76.9% | +15.1% | +61.7% | +61.8% |
| 3Y | +39.4% | -55.6% | +94.9% | +56.4% |
| 5Y | -37.2% | -82.4% | +45.3% | -11.8% |
| All | -37.2% | -82.0% | +44.9% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling