+91.4%
ORCL vs FIVN
-80.6%
+172.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.5% |
| 7D | +5.3% | -2.3% | +7.5% | +5.7% |
| 30D | +10.0% | +12.4% | -2.4% | +7.2% |
| 3M | -32.6% | +36.0% | -68.6% | -36.8% |
| 6M | +4.9% | +86.0% | -81.0% | -7.5% |
| YTD | -17.8% | +65.9% | -83.7% | -26.6% |
| 1Y | -28.0% | +26.5% | -54.5% | -33.3% |
| 3Y | +36.0% | -54.2% | +90.2% | +39.6% |
| All | +91.4% | -80.6% | +172.0% | +109.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling