+39.6%
XLC vs FIVN
-82.6%
+122.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | +3.1% | -17.4% | +20.5% | +5.9% |
| 30D | -4.2% | -20.4% | +16.2% | -1.3% |
| 3M | -2.1% | -9.6% | +7.5% | -1.7% |
| 6M | -6.6% | +34.7% | -41.3% | -13.1% |
| YTD | -7.8% | +40.6% | -48.4% | -16.4% |
| 1Y | -4.1% | +34.3% | -38.4% | -12.4% |
| 3Y | +62.6% | -55.5% | +118.1% | +75.7% |
| 5Y | +39.6% | -82.5% | +122.1% | +72.6% |
| All | +39.6% | -82.6% | +122.2% | +72.6% |
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