+250.5%
LDOS vs FIVN
+102.4%
+148.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -17.6% | +15.3% | -0.5% |
| 7D | -7.2% | -22.6% | +15.4% | -4.9% |
| 30D | +16.8% | -16.8% | +33.6% | +18.7% |
| 3M | -1.6% | -0.9% | -0.7% | -2.2% |
| 6M | -1.0% | +28.4% | -29.4% | -4.6% |
| YTD | -25.8% | +40.2% | -66.0% | -29.9% |
| 1Y | -31.1% | +30.5% | -61.6% | -34.5% |
| 3Y | +32.8% | -56.2% | +89.0% | +37.4% |
| 5Y | +49.4% | -81.0% | +130.4% | +64.2% |
| All | +250.5% | +102.4% | +148.1% | +156.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling