+3,574.7%
STX vs FIVN
+116.5%
+3,458.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.6% |
| 7D | +9.6% | -9.6% | +19.2% | +11.1% |
| 30D | +10.6% | -11.9% | +22.5% | +12.3% |
| 3M | +4.8% | +40.1% | -35.3% | -3.1% |
| 6M | +137.3% | +68.3% | +68.9% | +109.5% |
| YTD | +222.5% | +51.5% | +171.0% | +187.9% |
| 1Y | +366.2% | +15.1% | +351.1% | +336.4% |
| 3Y | +1,352.9% | -55.6% | +1,408.5% | +1,460.9% |
| 5Y | +1,077.4% | -82.4% | +1,159.9% | +1,327.0% |
| All | +3,574.7% | +116.5% | +3,458.2% | +2,552.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling