+9,531.4%
SOXL vs FIVN
+282.0%
+9,249.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +3.8% |
| 7D | +18.4% | -9.6% | +27.9% | +25.3% |
| 30D | -3.2% | -11.9% | +8.7% | +3.0% |
| 3M | -37.6% | +40.1% | -77.7% | -55.3% |
| 6M | +136.1% | +68.3% | +67.7% | +35.8% |
| YTD | +199.5% | +51.5% | +148.0% | +77.2% |
| 1Y | +363.2% | +15.1% | +348.1% | +235.7% |
| 3Y | +496.5% | -55.6% | +552.0% | +706.1% |
| 5Y | +184.8% | -82.4% | +267.3% | +630.0% |
| 10Y | +5,399.0% | +114.5% | +5,284.5% | +4,478.6% |
| All | +9,531.4% | +282.0% | +9,249.4% | +6,313.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling