+1,423.0%
LSCC vs FIVN
+318.5%
+1,104.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +2.6% |
| 7D | +1.3% | -2.3% | +3.6% | +1.9% |
| 30D | -9.7% | +12.4% | -22.1% | -13.3% |
| 3M | -23.7% | +36.0% | -59.7% | -31.3% |
| 6M | +26.5% | +86.0% | -59.5% | +1.1% |
| YTD | +57.5% | +65.9% | -8.4% | +28.2% |
| 1Y | +75.7% | +26.5% | +49.2% | +54.5% |
| 3Y | +19.5% | -54.2% | +73.7% | +34.0% |
| 5Y | +83.8% | -80.5% | +164.2% | +140.2% |
| 10Y | +1,772.4% | +109.6% | +1,662.7% | +1,592.6% |
| All | +1,423.0% | +318.5% | +1,104.5% | +1,149.5% |
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