+45.2%
LDOS vs FIVN
-80.6%
+125.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +0.7% |
| 7D | -5.4% | -2.3% | -3.1% | -5.3% |
| 30D | +4.9% | +12.4% | -7.5% | +3.8% |
| 3M | +7.2% | +36.0% | -28.8% | +4.4% |
| 6M | -24.2% | +86.0% | -110.2% | -28.3% |
| YTD | -25.8% | +65.9% | -91.7% | -29.4% |
| 1Y | -24.7% | +26.5% | -51.2% | -27.2% |
| 3Y | +39.3% | -54.2% | +93.5% | +39.2% |
| All | +45.2% | -80.6% | +125.8% | +42.6% |
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