+399.1%
CRL vs FIVN
+318.5%
+80.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -1.1% |
| 7D | -1.0% | -2.3% | +1.3% | -0.5% |
| 30D | +10.7% | +12.4% | -1.7% | +6.8% |
| 3M | +55.3% | +36.0% | +19.3% | +42.1% |
| 6M | +60.7% | +86.0% | -25.3% | +34.2% |
| YTD | +44.6% | +65.9% | -21.3% | +23.5% |
| 1Y | +77.7% | +26.5% | +51.2% | +61.0% |
| 3Y | +37.6% | -54.2% | +91.8% | +51.0% |
| 5Y | -35.8% | -80.5% | +44.6% | -20.0% |
| 10Y | +241.7% | +109.6% | +132.1% | +194.8% |
| All | +399.1% | +318.5% | +80.6% | +300.2% |
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