+1,795.0%
LSCC vs FIVN
+103.9%
+1,691.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.1% | +7.5% | +3.2% |
| 7D | +5.2% | -8.2% | +13.4% | +7.8% |
| 30D | -9.6% | -8.1% | -1.5% | -7.9% |
| 3M | -17.8% | +34.9% | -52.7% | -27.2% |
| 6M | +37.4% | +72.6% | -35.2% | +8.3% |
| YTD | +59.7% | +55.8% | +3.9% | +28.0% |
| 1Y | +76.2% | +17.1% | +59.1% | +55.5% |
| 3Y | +28.2% | -54.3% | +82.5% | +47.0% |
| 5Y | +87.2% | -81.6% | +168.8% | +163.9% |
| 10Y | +1,795.0% | +109.2% | +1,685.8% | +1,792.4% |
| All | +1,795.0% | +103.9% | +1,691.1% | +1,792.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling