+6,547.9%
LRCX vs FIVN
+282.0%
+6,265.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -0.8% |
| 7D | +9.5% | -9.6% | +19.1% | +11.8% |
| 30D | +3.1% | -11.9% | +15.0% | +5.5% |
| 3M | -3.4% | +40.1% | -43.5% | -12.6% |
| 6M | +49.7% | +68.3% | -18.7% | +25.9% |
| YTD | +84.9% | +51.5% | +33.4% | +57.7% |
| 1Y | +200.8% | +15.1% | +185.7% | +174.6% |
| 3Y | +385.1% | -55.6% | +440.6% | +434.3% |
| 5Y | +460.5% | -82.4% | +542.9% | +633.5% |
| 10Y | +3,866.3% | +114.5% | +3,751.8% | +3,105.8% |
| All | +6,547.9% | +282.0% | +6,265.8% | +4,731.9% |
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