+139.2%
SLB vs FIVN
-81.8%
+221.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.2% |
| 7D | +0.4% | -8.2% | +8.7% | +1.2% |
| 30D | +13.6% | -8.1% | +21.7% | +14.3% |
| 3M | +1.5% | +34.9% | -33.4% | -2.0% |
| 6M | +23.0% | +72.6% | -49.6% | +14.9% |
| YTD | +51.2% | +55.8% | -4.5% | +42.1% |
| 1Y | +63.5% | +17.1% | +46.3% | +58.3% |
| 3Y | +2.5% | -54.3% | +56.8% | +3.4% |
| 5Y | +139.2% | -81.6% | +220.7% | +142.9% |
| All | +139.2% | -81.8% | +221.0% | +142.9% |
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