+361.6%
LRCX vs FIVN
-55.2%
+416.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.1% |
| 7D | -3.1% | -7.8% | +4.8% | -2.3% |
| 30D | -8.6% | -1.7% | -6.8% | -8.5% |
| 3M | -17.7% | +47.2% | -64.9% | -22.3% |
| 6M | +36.4% | +82.7% | -46.4% | +21.0% |
| YTD | +74.5% | +52.9% | +21.6% | +59.7% |
| 1Y | +159.4% | +17.5% | +142.0% | +152.9% |
| 3Y | +361.6% | -55.8% | +417.4% | +387.8% |
| All | +361.6% | -55.2% | +416.8% | +387.8% |
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