+263.7%
QCOM vs FIVN
+103.9%
+159.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.1% | +9.3% | +4.5% |
| 7D | +5.1% | -8.2% | +13.3% | +6.9% |
| 30D | +4.3% | -8.1% | +12.4% | +5.9% |
| 3M | -19.6% | +34.9% | -54.5% | -26.1% |
| 6M | +29.5% | +72.6% | -43.2% | +10.0% |
| YTD | +3.4% | +55.8% | -52.4% | -10.6% |
| 1Y | +10.9% | +17.1% | -6.2% | +2.3% |
| 3Y | +74.8% | -54.3% | +129.1% | +90.6% |
| 5Y | +36.2% | -81.6% | +117.7% | +71.9% |
| 10Y | +263.7% | +109.2% | +154.6% | +187.2% |
| All | +263.7% | +103.9% | +159.9% | +187.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling