+40.6%
CVX vs FIVN
+20.3%
+20.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.6% |
| 7D | +2.6% | -7.8% | +10.5% | +2.5% |
| 30D | +9.8% | -1.7% | +11.6% | +9.8% |
| 3M | +16.2% | +47.2% | -31.0% | +16.7% |
| 6M | +13.6% | +82.7% | -69.1% | +15.0% |
| YTD | +44.4% | +52.9% | -8.5% | +45.5% |
| 1Y | +40.6% | +17.5% | +23.1% | +38.2% |
| All | +40.6% | +20.3% | +20.3% | +38.2% |
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 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