+478.6%
SOXL vs FIVN
-55.2%
+533.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.9% | +4.7% |
| 7D | +3.9% | -7.8% | +11.7% | +7.2% |
| 30D | -14.3% | -1.7% | -12.6% | -14.4% |
| 3M | -45.6% | +47.2% | -92.8% | -57.8% |
| 6M | +117.2% | +82.7% | +34.5% | +35.7% |
| YTD | +189.8% | +52.9% | +136.9% | +96.2% |
| 1Y | +317.7% | +17.5% | +300.3% | +250.8% |
| 3Y | +478.6% | -55.8% | +534.4% | +593.6% |
| All | +478.6% | -55.2% | +533.9% | +593.6% |
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