+105.0%
EOG vs FIVN
+292.8%
-187.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.1% | +6.2% | +0.5% |
| 7D | -2.0% | -8.2% | +6.2% | -1.4% |
| 30D | +7.9% | -8.1% | +16.0% | +8.4% |
| 3M | +4.5% | +34.9% | -30.4% | +1.7% |
| 6M | +12.3% | +72.6% | -60.3% | +6.7% |
| YTD | +41.9% | +55.8% | -13.9% | +35.3% |
| 1Y | +27.8% | +17.1% | +10.7% | +24.5% |
| 3Y | +21.8% | -54.3% | +76.1% | +24.7% |
| 5Y | +174.0% | -81.6% | +255.6% | +192.2% |
| 10Y | +110.4% | +109.2% | +1.2% | +68.8% |
| All | +105.0% | +292.8% | -187.8% | +51.5% |
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 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