+197.1%
CVX vs FIVN
+318.5%
-121.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.1% |
| 7D | +3.3% | -2.3% | +5.6% | +3.5% |
| 30D | +12.9% | +12.4% | +0.5% | +11.9% |
| 3M | +11.7% | +36.0% | -24.3% | +9.1% |
| 6M | +14.1% | +86.0% | -71.8% | +8.8% |
| YTD | +40.7% | +65.9% | -25.2% | +34.7% |
| 1Y | +37.5% | +26.5% | +11.0% | +33.8% |
| 3Y | +43.9% | -54.2% | +98.2% | +47.0% |
| 5Y | +161.5% | -80.5% | +241.9% | +175.7% |
| 10Y | +215.1% | +109.6% | +105.5% | +170.4% |
| All | +197.1% | +318.5% | -121.4% | +137.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling