+213.2%
CVX vs FIVN
+243.6%
-30.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.8% |
| 7D | +3.4% | -2.8% | +6.3% | +3.6% |
| 30D | -1.0% | -17.4% | +16.4% | -0.1% |
| 3M | +12.2% | -19.2% | +31.4% | +13.1% |
| 6M | +20.3% | +29.4% | -9.0% | +17.2% |
| YTD | +48.3% | +36.3% | +12.0% | +43.0% |
| 1Y | +46.9% | +33.5% | +13.4% | +41.8% |
| 3Y | +73.1% | -56.8% | +130.0% | +76.8% |
| 5Y | +135.2% | -83.0% | +218.2% | +149.3% |
| 10Y | +214.4% | +87.3% | +127.1% | +170.5% |
| All | +213.2% | +243.6% | -30.5% | +152.7% |
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