+163.4%
XOP vs FIVN
-82.6%
+246.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +1.6% | -11.3% | +12.9% | +3.0% |
| 30D | +9.6% | -7.3% | +16.9% | +10.4% |
| 3M | +16.9% | +41.7% | -24.8% | +11.0% |
| 6M | +24.0% | +78.3% | -54.2% | +13.2% |
| YTD | +56.2% | +50.9% | +5.3% | +45.0% |
| 1Y | +51.8% | +19.7% | +32.1% | +45.2% |
| 3Y | +37.0% | -55.7% | +92.7% | +43.3% |
| 5Y | +163.4% | -82.6% | +246.0% | +190.6% |
| All | +163.4% | -82.6% | +246.0% | +190.6% |
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