+266.8%
XEL vs FIVN
+282.0%
-15.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.8% |
| 7D | +0.9% | -9.6% | +10.5% | +1.3% |
| 30D | -0.9% | -11.9% | +11.0% | -0.5% |
| 3M | -1.4% | +40.1% | -41.5% | -3.0% |
| 6M | -5.8% | +68.3% | -74.2% | -8.4% |
| YTD | +4.7% | +51.5% | -46.8% | +2.1% |
| 1Y | +9.1% | +15.1% | -6.1% | +7.7% |
| 3Y | +47.8% | -55.6% | +103.4% | +51.4% |
| 5Y | +29.0% | -82.4% | +111.4% | +35.8% |
| 10Y | +154.0% | +114.5% | +39.5% | +142.1% |
| All | +266.8% | +282.0% | -15.2% | +245.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling