-11.7%
CRL vs FIVN
-82.6%
+70.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.7% |
| 7D | +8.9% | -17.4% | +26.3% | +13.2% |
| 30D | +14.0% | -20.4% | +34.4% | +19.4% |
| 3M | +19.8% | -9.6% | +29.5% | +20.3% |
| 6M | +102.0% | +34.7% | +67.3% | +77.6% |
| YTD | +70.8% | +40.6% | +30.3% | +45.1% |
| 1Y | +98.7% | +34.3% | +64.4% | +70.7% |
| 3Y | +98.2% | -55.5% | +153.6% | +118.8% |
| 5Y | -11.7% | -82.5% | +70.8% | +24.6% |
| All | -11.7% | -82.6% | +70.9% | +24.6% |
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