+30.6%
ORCL vs FIVN
-81.1%
+111.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.4% | +4.0% |
| 7D | -11.2% | -22.6% | +11.5% | -7.2% |
| 30D | -18.8% | -16.8% | -2.1% | -16.3% |
| 3M | -18.8% | -0.9% | -17.9% | -19.5% |
| 6M | -39.7% | +28.4% | -68.1% | -43.2% |
| YTD | -39.6% | +40.2% | -79.9% | -44.9% |
| 1Y | -51.7% | +30.5% | -82.3% | -55.5% |
| 3Y | +10.2% | -56.2% | +66.5% | +14.0% |
| All | +30.6% | -81.1% | +111.7% | +42.4% |
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