+211.9%
QCOM vs FIVN
+249.1%
-37.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.9% | +5.1% | +1.9% |
| 7D | +5.5% | -22.4% | +28.0% | +10.3% |
| 30D | -1.1% | -23.8% | +22.6% | +3.6% |
| 3M | +7.6% | -19.5% | +27.1% | +11.1% |
| 6M | -20.1% | +25.6% | -45.6% | -25.3% |
| YTD | +3.0% | +38.4% | -35.4% | -7.4% |
| 1Y | +3.2% | +33.7% | -30.4% | -6.6% |
| 3Y | +48.9% | -56.2% | +105.0% | +60.3% |
| 5Y | +21.1% | -82.9% | +104.0% | +47.3% |
| 10Y | +242.8% | +103.6% | +139.2% | +206.8% |
| All | +211.9% | +249.1% | -37.1% | +171.3% |
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