-68.6%
AAL vs FIVN
+86.2%
-154.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.5% |
| 7D | -0.1% | -2.8% | +2.8% | +0.5% |
| 30D | +11.7% | -17.4% | +29.1% | +15.1% |
| 3M | -12.5% | -19.2% | +6.6% | -10.0% |
| 6M | +3.6% | +29.4% | -25.7% | -3.8% |
| YTD | -14.1% | +36.3% | -50.3% | -22.5% |
| 1Y | +0.8% | +33.5% | -32.7% | -8.7% |
| 3Y | +11.8% | -56.8% | +68.6% | +19.0% |
| 5Y | -35.1% | -83.0% | +47.9% | -26.4% |
| All | -68.6% | +86.2% | -154.8% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling