+15.9%
STZ vs FIVN
+55.4%
-39.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +5.4% |
| 7D | +13.0% | -3.4% | +16.4% | +12.9% |
| 30D | +29.4% | +5.8% | +23.7% | +29.5% |
| 3M | +11.6% | +22.0% | -10.4% | +12.2% |
| 6M | -0.2% | +55.7% | -56.0% | +1.7% |
| YTD | +8.6% | +81.3% | -72.7% | +15.2% |
| 1Y | +15.9% | +58.0% | -42.0% | +24.5% |
| All | +15.9% | +55.4% | -39.5% | +24.5% |
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 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