+54.4%
LDOS vs FIVN
-82.8%
+137.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.5% |
| 7D | -1.3% | -22.8% | +21.5% | +0.6% |
| 30D | +10.1% | -21.3% | +31.4% | +12.0% |
| 3M | -4.7% | -14.0% | +9.3% | -3.9% |
| 6M | +5.6% | +31.1% | -25.5% | +2.6% |
| YTD | -25.1% | +40.0% | -65.1% | -28.2% |
| 1Y | -31.7% | +38.1% | -69.8% | -34.5% |
| 3Y | +33.7% | -55.7% | +89.4% | +34.4% |
| 5Y | +54.4% | -82.5% | +136.9% | +51.7% |
| All | +54.4% | -82.8% | +137.2% | +51.7% |
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