+29.6%
LUV vs FIVN
+27.5%
+2.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.5% |
| 7D | +0.4% | -2.3% | +2.7% | +0.6% |
| 30D | -18.4% | +12.4% | -30.8% | -19.5% |
| 3M | -3.2% | +36.0% | -39.2% | -6.2% |
| 6M | -14.8% | +86.0% | -100.8% | -21.6% |
| YTD | -2.9% | +65.9% | -68.8% | -8.4% |
| 1Y | +29.6% | +26.5% | +3.1% | +26.2% |
| All | +29.6% | +27.5% | +2.1% | +26.2% |
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