+262.8%
LNT vs FIVN
+292.8%
-30.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.1% | +1.1% |
| 7D | +1.0% | -8.2% | +9.2% | +1.3% |
| 30D | -1.1% | -8.1% | +7.0% | -0.9% |
| 3M | -3.6% | +34.9% | -38.5% | -4.8% |
| 6M | -2.7% | +72.6% | -75.3% | -5.1% |
| YTD | +8.0% | +55.8% | -47.8% | +5.6% |
| 1Y | +10.5% | +17.1% | -6.7% | +9.1% |
| 3Y | +49.6% | -54.3% | +103.9% | +52.1% |
| 5Y | +32.2% | -81.6% | +113.8% | +37.1% |
| 10Y | +141.8% | +109.2% | +32.6% | +122.8% |
| All | +262.8% | +292.8% | -30.0% | +226.3% |
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