+178.1%
EOG vs FIVN
-82.6%
+260.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +1.0% | -11.3% | +12.3% | +1.8% |
| 30D | +2.8% | -7.3% | +10.1% | +3.2% |
| 3M | +5.9% | +41.7% | -35.8% | +2.8% |
| 6M | +17.1% | +78.3% | -61.2% | +11.1% |
| YTD | +43.9% | +50.9% | -6.9% | +38.0% |
| 1Y | +26.9% | +19.7% | +7.2% | +23.9% |
| 3Y | +23.6% | -55.7% | +79.3% | +26.2% |
| 5Y | +178.1% | -82.6% | +260.7% | +183.2% |
| All | +178.1% | -82.6% | +260.7% | +183.2% |
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 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