-17.3%
SLB vs FIVN
+99.4%
-116.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.7% |
| 7D | -4.3% | -22.4% | +18.1% | -2.8% |
| 30D | +1.9% | -23.8% | +25.7% | +3.6% |
| 3M | -5.7% | -19.5% | +13.8% | -4.7% |
| 6M | -5.3% | +25.6% | -30.9% | -7.7% |
| YTD | +32.2% | +38.4% | -6.3% | +27.1% |
| 1Y | +38.5% | +33.7% | +4.8% | +33.4% |
| 3Y | +1.1% | -56.2% | +57.3% | +2.0% |
| 5Y | +70.3% | -82.9% | +153.2% | +74.3% |
| 10Y | -17.3% | +103.6% | -120.9% | -27.7% |
| All | -17.3% | +99.4% | -116.6% | -27.7% |
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