+3,476.8%
STX vs FIVN
+115.6%
+3,361.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | +8.0% | -11.3% | +19.3% | +9.8% |
| 30D | +5.1% | -7.3% | +12.4% | +5.9% |
| 3M | +5.8% | +41.7% | -35.9% | -2.4% |
| 6M | +124.9% | +78.3% | +46.7% | +96.6% |
| YTD | +213.9% | +50.9% | +163.0% | +180.4% |
| 1Y | +350.4% | +19.7% | +330.7% | +318.5% |
| 3Y | +1,314.2% | -55.7% | +1,370.0% | +1,420.2% |
| 5Y | +1,092.8% | -82.6% | +1,175.4% | +1,347.4% |
| All | +3,476.8% | +115.6% | +3,361.2% | +2,483.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling