-31.1%
ORCL vs FIVN
+16.7%
-47.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.1% | +8.5% | +3.7% |
| 7D | +15.0% | -8.2% | +23.2% | +17.1% |
| 30D | +10.5% | -8.1% | +18.7% | +12.4% |
| 3M | -23.0% | +34.9% | -57.9% | -29.1% |
| 6M | +7.0% | +72.6% | -65.6% | -9.3% |
| YTD | -15.8% | +55.8% | -71.6% | -29.0% |
| 1Y | -31.1% | +17.1% | -48.2% | -49.5% |
| All | -31.1% | +16.7% | -47.8% | -49.5% |
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