+63.0%
XLC vs FIVN
-55.1%
+118.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | +3.1% | -17.4% | +20.5% | +4.9% |
| 30D | -4.2% | -20.4% | +16.2% | -2.3% |
| 3M | -2.1% | -9.6% | +7.5% | -1.8% |
| 6M | -6.6% | +34.7% | -41.3% | -10.8% |
| YTD | -7.8% | +40.6% | -48.4% | -13.2% |
| 1Y | -4.1% | +34.3% | -38.4% | -9.2% |
| All | +63.0% | -55.1% | +118.1% | +65.0% |
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 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