-65.6%
XE vs FIVN
+132.7%
-198.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.6% | -10.1% | -8.6% |
| 7D | -12.9% | -3.4% | -9.5% | -12.6% |
| 30D | -30.3% | +5.8% | -36.0% | -30.5% |
| 3M | -45.9% | +22.0% | -67.9% | -46.4% |
| 6M | -66.2% | +55.7% | -122.0% | -65.1% |
| All | -65.6% | +132.7% | -198.3% | -60.2% |
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 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