+13.7%
SHEL vs FIVN
+71.4%
-57.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.0% | +0.2% |
| 7D | +3.0% | -9.6% | +12.6% | +2.7% |
| 30D | +7.2% | -11.9% | +19.1% | +6.8% |
| 3M | +12.9% | +40.1% | -27.2% | +13.5% |
| 6M | +13.7% | +68.3% | -54.7% | +16.8% |
| All | +13.7% | +71.4% | -57.7% | +16.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling