+35.1%
LSCC vs FIVN
-82.9%
+118.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.1% | -2.4% | -4.5% |
| 7D | +7.0% | -2.8% | +9.8% | +8.1% |
| 30D | -2.3% | -17.4% | +15.1% | +2.4% |
| 3M | -12.5% | -19.2% | +6.7% | -8.7% |
| 6M | -10.6% | +29.4% | -39.9% | -23.7% |
| YTD | +52.7% | +36.3% | +16.4% | +20.9% |
| 1Y | +74.0% | +33.5% | +40.5% | +38.6% |
| 3Y | +104.8% | -56.8% | +161.6% | +145.5% |
| All | +35.1% | -82.9% | +118.1% | +126.2% |
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