+758.9%
CRS vs FIVN
+292.8%
+466.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.1% | +2.6% | -2.7% |
| 7D | -3.1% | -8.2% | +5.2% | -1.9% |
| 30D | -19.6% | -8.1% | -11.5% | -18.7% |
| 3M | -8.1% | +34.9% | -43.0% | -12.8% |
| 6M | +18.6% | +72.6% | -54.1% | +7.0% |
| YTD | +45.9% | +55.8% | -9.9% | +32.8% |
| 1Y | +82.5% | +17.1% | +65.3% | +73.1% |
| 3Y | +648.9% | -54.3% | +703.2% | +694.9% |
| 5Y | +1,438.1% | -81.6% | +1,519.7% | +1,664.4% |
| 10Y | +1,327.0% | +109.2% | +1,217.8% | +981.6% |
| All | +758.9% | +292.8% | +466.1% | +483.1% |
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