+1,280.0%
LSCC vs FIVN
+253.7%
+1,026.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -17.6% | +24.8% | +11.6% |
| 7D | +13.0% | -22.6% | +35.6% | +19.6% |
| 30D | -19.8% | -16.8% | -3.1% | -16.9% |
| 3M | -18.4% | -0.9% | -17.5% | -20.5% |
| 6M | -16.1% | +28.4% | -44.5% | -25.4% |
| YTD | +42.7% | +40.2% | +2.5% | +19.2% |
| 1Y | +68.0% | +30.5% | +37.5% | +42.9% |
| 3Y | +85.8% | -56.2% | +142.1% | +107.7% |
| 5Y | +28.0% | -81.0% | +109.0% | +67.2% |
| 10Y | +1,255.1% | +105.3% | +1,149.8% | +1,137.3% |
| All | +1,280.0% | +253.7% | +1,026.3% | +1,061.8% |
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