+147.8%
XEL vs FIVN
+118.5%
+29.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | +0.1% |
| 7D | -0.3% | -7.8% | +7.6% | +0.1% |
| 30D | -3.9% | -1.7% | -2.2% | -3.9% |
| 3M | -2.8% | +47.2% | -50.0% | -4.8% |
| 6M | -5.4% | +82.7% | -88.1% | -8.7% |
| YTD | +3.8% | +52.9% | -49.2% | +0.8% |
| 1Y | +6.8% | +17.5% | -10.6% | +5.2% |
| 3Y | +45.6% | -55.8% | +101.4% | +50.2% |
| 5Y | +30.7% | -82.3% | +113.0% | +40.0% |
| All | +147.8% | +118.5% | +29.3% | +127.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling