-11.2%
AXP vs FIVN
+23.8%
-35.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -17.6% | +16.4% | +0.2% |
| 7D | +0.6% | -22.6% | +23.2% | +2.5% |
| 30D | +5.8% | -16.8% | +22.6% | +7.1% |
| 3M | -6.0% | -0.9% | -5.1% | -7.0% |
| 6M | +0.3% | +28.4% | -28.1% | -3.6% |
| YTD | -12.3% | +40.2% | -52.5% | -17.1% |
| 1Y | -11.2% | +30.5% | -41.8% | -14.9% |
| All | -11.2% | +23.8% | -35.0% | -14.9% |
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