+82.0%
LSCC vs FIVN
-80.6%
+162.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.8% |
| 7D | +1.3% | -2.3% | +3.6% | +2.0% |
| 30D | -9.7% | +12.4% | -22.1% | -14.1% |
| 3M | -23.7% | +36.0% | -59.7% | -33.1% |
| 6M | +26.5% | +86.0% | -59.5% | -5.3% |
| YTD | +57.5% | +65.9% | -8.4% | +20.9% |
| 1Y | +75.7% | +26.5% | +49.2% | +50.6% |
| 3Y | +19.5% | -54.2% | +73.7% | +43.8% |
| All | +82.0% | -80.6% | +162.6% | +173.7% |
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