-28.0%
ORCL vs FIVN
+27.5%
-55.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.6% |
| 7D | +5.3% | -2.3% | +7.5% | +5.8% |
| 30D | +10.0% | +12.4% | -2.4% | +6.4% |
| 3M | -32.6% | +36.0% | -68.6% | -37.8% |
| 6M | +4.9% | +86.0% | -81.0% | -12.4% |
| YTD | -17.8% | +65.9% | -83.7% | -31.5% |
| 1Y | -28.0% | +26.5% | -54.5% | -46.5% |
| All | -28.0% | +27.5% | -55.5% | -46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling