+0.2%
AAL vs FIVN
+15.3%
-15.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -0.9% | -11.3% | +10.4% | +1.1% |
| 30D | -16.0% | -7.3% | -8.7% | -15.0% |
| 3M | -4.2% | +41.7% | -45.9% | -10.9% |
| 6M | +15.7% | +78.3% | -62.6% | +0.1% |
| YTD | -16.2% | +50.9% | -67.1% | -23.3% |
| 1Y | +0.2% | +19.7% | -19.4% | -2.1% |
| All | +0.2% | +15.3% | -15.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling