+65.1%
XLE vs FIVN
-55.1%
+120.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.1% | +0.4% |
| 7D | -7.9% | -19.3% | +11.4% | -7.0% |
| 30D | -4.8% | -20.7% | +15.9% | -3.9% |
| 3M | +8.4% | -15.1% | +23.4% | +8.9% |
| 6M | +12.7% | +30.6% | -18.0% | +9.4% |
| YTD | +41.3% | +44.0% | -2.7% | +35.5% |
| 1Y | +42.3% | +45.5% | -3.2% | +36.1% |
| 3Y | +65.1% | -52.8% | +117.8% | +64.1% |
| All | +65.1% | -55.1% | +120.2% | +64.1% |
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