+15.5%
TSLA vs FIVN
-82.9%
+98.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -0.8% |
| 7D | +8.9% | -2.8% | +11.8% | +10.0% |
| 30D | +6.3% | -17.4% | +23.7% | +12.0% |
| 3M | +14.8% | -19.2% | +34.0% | +20.7% |
| 6M | -12.4% | +29.4% | -41.7% | -24.7% |
| YTD | -13.2% | +36.3% | -49.5% | -30.2% |
| 1Y | -2.9% | +33.5% | -36.4% | -21.6% |
| 3Y | +74.4% | -56.8% | +131.3% | +108.8% |
| All | +15.5% | -82.9% | +98.5% | +101.9% |
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