+117.0%
AXP vs FIVN
-80.6%
+197.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.7% |
| 7D | -2.1% | -2.3% | +0.2% | -1.7% |
| 30D | -6.5% | +12.4% | -18.9% | -9.1% |
| 3M | +4.6% | +36.0% | -31.4% | -2.3% |
| 6M | +5.4% | +86.0% | -80.5% | -9.1% |
| YTD | -11.1% | +65.9% | -77.1% | -21.9% |
| 1Y | -0.3% | +26.5% | -26.8% | -7.7% |
| 3Y | +111.6% | -54.2% | +165.8% | +126.0% |
| All | +117.0% | -80.6% | +197.6% | +154.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling