+97.7%
USO vs FIVN
-55.2%
+152.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.1% |
| 7D | +9.1% | -7.8% | +17.0% | +8.8% |
| 30D | +21.7% | -1.7% | +23.4% | +21.6% |
| 3M | +20.2% | +47.2% | -27.0% | +21.8% |
| 6M | +43.4% | +82.7% | -39.4% | +46.5% |
| YTD | +124.0% | +52.9% | +71.1% | +128.9% |
| 1Y | +112.2% | +17.5% | +94.7% | +117.8% |
| 3Y | +97.7% | -55.8% | +153.5% | +93.3% |
| All | +97.7% | -55.2% | +152.9% | +93.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling