-8.2%
AAL vs FIVN
-55.7%
+47.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +1.0% |
| 7D | -1.3% | -9.6% | +8.3% | +1.4% |
| 30D | -13.7% | -11.9% | -1.8% | -11.0% |
| 3M | -8.2% | +40.1% | -48.2% | -18.0% |
| 6M | +13.1% | +68.3% | -55.2% | -7.7% |
| YTD | -15.6% | +51.5% | -67.1% | -29.0% |
| 1Y | +1.4% | +15.1% | -13.7% | -6.4% |
| All | -8.2% | -55.7% | +47.5% | -1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling