+448.7%
AXP vs FIVN
+102.4%
+346.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -17.6% | +16.4% | +1.2% |
| 7D | +0.6% | -22.6% | +23.2% | +3.9% |
| 30D | +5.8% | -16.8% | +22.6% | +8.0% |
| 3M | -6.0% | -0.9% | -5.1% | -7.2% |
| 6M | +0.3% | +28.4% | -28.1% | -5.2% |
| YTD | -12.3% | +40.2% | -52.5% | -19.3% |
| 1Y | -11.2% | +30.5% | -41.8% | -17.6% |
| 3Y | +117.0% | -56.2% | +173.3% | +126.1% |
| 5Y | +93.2% | -81.0% | +174.2% | +111.6% |
| All | +448.7% | +102.4% | +346.2% | +350.8% |
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