+251.6%
ORCL vs FIVN
+109.8%
+141.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.7% |
| 7D | +0.5% | -19.3% | +19.8% | +3.9% |
| 30D | -15.3% | -20.7% | +5.4% | -12.1% |
| 3M | -18.2% | -15.1% | -3.2% | -16.6% |
| 6M | -38.4% | +30.6% | -69.1% | -41.9% |
| YTD | -37.7% | +44.0% | -81.7% | -42.9% |
| 1Y | -49.3% | +45.5% | -94.8% | -53.6% |
| 3Y | +10.6% | -52.8% | +63.4% | +14.9% |
| 5Y | +35.5% | -82.6% | +118.1% | +56.3% |
| 10Y | +251.6% | +109.4% | +142.2% | +164.0% |
| All | +251.6% | +109.8% | +141.8% | +164.0% |
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 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