+54.9%
XLE vs FIVN
-55.5%
+110.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.1% | +7.2% | +1.5% |
| 7D | 0.0% | -8.2% | +8.2% | +0.5% |
| 30D | +12.6% | -8.1% | +20.8% | +13.1% |
| 3M | +11.8% | +34.9% | -23.1% | +9.2% |
| 6M | +16.1% | +72.6% | -56.6% | +10.8% |
| YTD | +46.9% | +55.8% | -8.9% | +41.0% |
| 1Y | +53.3% | +17.1% | +36.1% | +51.5% |
| 3Y | +54.9% | -54.3% | +109.2% | +53.6% |
| All | +54.9% | -55.5% | +110.4% | +53.6% |
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 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