+8.5%
LVS vs FIVN
-82.6%
+91.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -4.3% | -11.3% | +7.0% | -1.9% |
| 30D | -6.8% | -7.3% | +0.5% | -5.6% |
| 3M | -15.6% | +41.7% | -57.3% | -23.3% |
| 6M | -20.6% | +78.3% | -98.9% | -33.1% |
| YTD | -33.4% | +50.9% | -84.3% | -42.0% |
| 1Y | -20.1% | +19.7% | -39.8% | -26.7% |
| 3Y | -7.4% | -55.7% | +48.3% | +4.2% |
| 5Y | +8.5% | -82.6% | +91.1% | +49.0% |
| All | +8.5% | -82.6% | +91.1% | +49.0% |
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