+2.1%
SLB vs FIVN
-52.8%
+54.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.5% |
| 7D | +0.8% | -2.3% | +3.1% | +1.1% |
| 30D | +15.8% | +12.4% | +3.4% | +13.9% |
| 3M | -0.3% | +36.0% | -36.4% | -4.8% |
| 6M | +21.3% | +86.0% | -64.6% | +9.7% |
| YTD | +52.3% | +65.9% | -13.6% | +39.3% |
| 1Y | +63.6% | +26.5% | +37.1% | +56.8% |
| All | +2.1% | -52.8% | +54.9% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling