+429.2%
LNG vs FIVN
+282.0%
+147.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.7% | +0.2% |
| 7D | -6.7% | -9.6% | +2.8% | -6.0% |
| 30D | +3.9% | -11.9% | +15.8% | +4.8% |
| 3M | +15.5% | +40.1% | -24.6% | +11.4% |
| 6M | +10.5% | +68.3% | -57.8% | +4.0% |
| YTD | +43.0% | +51.5% | -8.5% | +35.4% |
| 1Y | +18.9% | +15.1% | +3.7% | +15.2% |
| 3Y | +74.7% | -55.6% | +130.2% | +81.5% |
| 5Y | +231.2% | -82.4% | +313.7% | +266.7% |
| 10Y | +544.5% | +114.5% | +430.0% | +385.5% |
| All | +429.2% | +282.0% | +147.2% | +247.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling