+208.1%
LRCX vs FIVN
+27.5%
+180.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.6% | +5.0% |
| 7D | +1.9% | -2.3% | +4.2% | +1.8% |
| 30D | +0.1% | +12.4% | -12.3% | +0.9% |
| 3M | -8.5% | +36.0% | -44.5% | -4.8% |
| 6M | +38.1% | +86.0% | -47.9% | +42.4% |
| YTD | +80.1% | +65.9% | +14.1% | +90.2% |
| 1Y | +208.1% | +26.5% | +181.6% | +261.6% |
| All | +208.1% | +27.5% | +180.6% | +261.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling