-2.6%
SLB vs FIVN
+105.2%
-107.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | -1.9% | -9.6% | +7.7% | -1.2% |
| 30D | +7.8% | -11.9% | +19.7% | +8.6% |
| 3M | +2.7% | +40.1% | -37.4% | -0.1% |
| 6M | +22.2% | +68.3% | -46.2% | +16.6% |
| YTD | +51.1% | +51.5% | -0.4% | +44.8% |
| 1Y | +63.3% | +15.1% | +48.2% | +59.5% |
| 3Y | +2.4% | -55.6% | +58.0% | +3.2% |
| 5Y | +139.3% | -82.4% | +221.8% | +144.9% |
| 10Y | -2.6% | +114.5% | -117.1% | -17.0% |
| All | -2.6% | +105.2% | -107.8% | -17.0% |
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