+368.8%
ORCL vs FIVN
+105.2%
+263.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.2% | -0.1% |
| 7D | +10.9% | -9.6% | +20.5% | +12.7% |
| 30D | +7.0% | -11.9% | +18.9% | +9.1% |
| 3M | -21.2% | +40.1% | -61.3% | -26.2% |
| 6M | +7.4% | +68.3% | -61.0% | -3.0% |
| YTD | -16.3% | +51.5% | -67.7% | -23.4% |
| 1Y | -32.3% | +15.1% | -47.4% | -35.8% |
| 3Y | +32.6% | -55.6% | +88.1% | +39.4% |
| 5Y | +93.1% | -82.4% | +175.5% | +122.7% |
| 10Y | +368.8% | +114.5% | +254.3% | +252.5% |
| All | +368.8% | +105.2% | +263.6% | +252.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling