+221.4%
LDOS vs FIVN
+86.2%
+135.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.1% |
| 7D | -1.6% | -2.8% | +1.2% | -1.3% |
| 30D | +8.2% | -17.4% | +25.7% | +10.1% |
| 3M | -8.2% | -19.2% | +11.0% | -6.6% |
| 6M | +5.8% | +29.4% | -23.5% | +1.9% |
| YTD | -27.0% | +36.3% | -63.2% | -30.8% |
| 1Y | -31.0% | +33.5% | -64.4% | -34.5% |
| 3Y | +29.3% | -56.8% | +86.1% | +33.9% |
| 5Y | +48.7% | -83.0% | +131.7% | +66.2% |
| All | +221.4% | +86.2% | +135.2% | +134.6% |
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 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