+1,077.4%
STX vs FIVN
-82.0%
+1,159.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.7% |
| 7D | +9.6% | -9.6% | +19.2% | +11.0% |
| 30D | +10.6% | -11.9% | +22.5% | +12.2% |
| 3M | +4.8% | +40.1% | -35.3% | -3.0% |
| 6M | +137.3% | +68.3% | +68.9% | +109.0% |
| YTD | +222.5% | +51.5% | +171.0% | +187.6% |
| 1Y | +366.2% | +15.1% | +351.1% | +338.4% |
| 3Y | +1,352.9% | -55.6% | +1,408.5% | +1,491.9% |
| 5Y | +1,077.4% | -82.4% | +1,159.9% | +1,397.2% |
| All | +1,077.4% | -82.0% | +1,159.5% | +1,397.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling