+416.0%
LRCX vs FIVN
-82.2%
+498.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.2% |
| 7D | -3.1% | -7.8% | +4.8% | -1.5% |
| 30D | -8.6% | -1.7% | -6.8% | -8.5% |
| 3M | -17.7% | +47.2% | -64.9% | -26.3% |
| 6M | +36.4% | +82.7% | -46.4% | +11.7% |
| YTD | +74.5% | +52.9% | +21.6% | +48.3% |
| 1Y | +159.4% | +17.5% | +142.0% | +138.0% |
| 3Y | +361.6% | -55.8% | +417.4% | +431.4% |
| All | +416.0% | -82.2% | +498.2% | +617.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling