+64.8%
SLB vs FIVN
-81.9%
+146.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.7% | +0.7% |
| 7D | -3.7% | -19.3% | +15.6% | -1.9% |
| 30D | +2.9% | -20.7% | +23.6% | +4.9% |
| 3M | +0.2% | -15.1% | +15.3% | +1.2% |
| 6M | -4.4% | +30.6% | -35.1% | -8.2% |
| YTD | +33.4% | +44.0% | -10.6% | +25.3% |
| 1Y | +40.8% | +45.5% | -4.7% | +31.9% |
| 3Y | +3.2% | -52.8% | +56.0% | +4.1% |
| 5Y | +64.8% | -82.6% | +147.4% | +76.4% |
| All | +64.8% | -81.9% | +146.7% | +76.4% |
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