+192.5%
SHEL vs FIVN
-82.6%
+275.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | +3.9% | -11.3% | +15.2% | +4.3% |
| 30D | +7.0% | -7.3% | +14.3% | +7.2% |
| 3M | +12.5% | +41.7% | -29.2% | +10.7% |
| 6M | +14.8% | +78.3% | -63.5% | +11.5% |
| YTD | +34.2% | +50.9% | -16.7% | +31.2% |
| 1Y | +37.0% | +19.7% | +17.3% | +35.5% |
| 3Y | +70.9% | -55.7% | +126.6% | +74.7% |
| 5Y | +192.5% | -82.6% | +275.1% | +201.6% |
| All | +192.5% | -82.6% | +275.2% | +201.6% |
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