-64.8%
AAL vs FIVN
+118.5%
-183.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +1.0% |
| 7D | -0.9% | -7.8% | +6.9% | +0.6% |
| 30D | -12.9% | -1.7% | -11.1% | -12.8% |
| 3M | -11.2% | +47.2% | -58.4% | -18.4% |
| 6M | +17.8% | +82.7% | -64.9% | +1.8% |
| YTD | -15.1% | +52.9% | -68.1% | -24.4% |
| 1Y | +0.5% | +17.5% | -17.0% | -5.9% |
| 3Y | -7.7% | -55.8% | +48.2% | -1.6% |
| 5Y | -31.3% | -82.3% | +51.0% | -22.7% |
| All | -64.8% | +118.5% | -183.3% | -74.7% |
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