+41.3%
LDOS vs FIVN
-53.5%
+94.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +0.7% |
| 7D | -5.4% | -2.3% | -3.1% | -5.2% |
| 30D | +4.9% | +12.4% | -7.5% | +3.5% |
| 3M | +7.2% | +36.0% | -28.8% | +3.6% |
| 6M | -24.2% | +86.0% | -110.2% | -29.4% |
| YTD | -25.8% | +65.9% | -91.7% | -30.4% |
| 1Y | -24.7% | +26.5% | -51.2% | -27.8% |
| All | +41.3% | -53.5% | +94.8% | +36.9% |
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