+35.0%
LMT vs FIVN
-55.2%
+90.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.1% |
| 7D | -0.2% | -7.8% | +7.6% | -0.3% |
| 30D | -13.1% | -1.7% | -11.3% | -13.1% |
| 3M | -3.9% | +47.2% | -51.1% | -3.6% |
| 6M | -18.3% | +82.7% | -101.0% | -18.1% |
| YTD | +10.3% | +52.9% | -42.6% | +10.7% |
| 1Y | +14.2% | +17.5% | -3.2% | +15.0% |
| 3Y | +35.0% | -55.8% | +90.8% | +38.9% |
| All | +35.0% | -55.2% | +90.2% | +38.9% |
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