+10.2%
ORCL vs FIVN
-55.4%
+65.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.4% | +4.5% |
| 7D | -11.2% | -22.6% | +11.5% | -6.6% |
| 30D | -18.8% | -16.8% | -2.1% | -16.0% |
| 3M | -18.8% | -0.9% | -17.9% | -19.7% |
| 6M | -39.7% | +28.4% | -68.1% | -43.7% |
| YTD | -39.6% | +40.2% | -79.9% | -45.9% |
| 1Y | -51.7% | +30.5% | -82.3% | -56.2% |
| 3Y | +10.2% | -56.2% | +66.5% | +6.6% |
| All | +10.2% | -55.4% | +65.6% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling