+224.5%
USO vs FIVN
-82.6%
+307.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +6.0% | +5.6% |
| 7D | +11.5% | -11.3% | +22.8% | +11.3% |
| 30D | +24.1% | -7.3% | +31.4% | +24.0% |
| 3M | +17.9% | +41.7% | -23.8% | +18.1% |
| 6M | +49.6% | +78.3% | -28.6% | +49.8% |
| YTD | +129.0% | +50.9% | +78.1% | +129.7% |
| 1Y | +112.0% | +19.7% | +92.3% | +113.7% |
| 3Y | +102.3% | -55.7% | +158.0% | +105.0% |
| 5Y | +224.5% | -82.6% | +307.1% | +235.7% |
| All | +224.5% | -82.6% | +307.2% | +235.7% |
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