+325.3%
STX vs FIVN
+20.3%
+305.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -3.6% |
| 7D | -2.3% | -7.8% | +5.6% | -2.8% |
| 30D | -5.5% | -1.7% | -3.7% | -5.6% |
| 3M | -4.3% | +47.2% | -51.5% | -3.3% |
| 6M | +115.6% | +82.7% | +32.9% | +114.2% |
| YTD | +202.2% | +52.9% | +149.3% | +203.2% |
| 1Y | +325.3% | +17.5% | +307.8% | +359.2% |
| All | +325.3% | +20.3% | +305.0% | +359.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling