+375.8%
ORCL vs FIVN
+318.5%
+57.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.4% |
| 7D | +5.3% | -2.3% | +7.5% | +5.6% |
| 30D | +10.0% | +12.4% | -2.4% | +7.7% |
| 3M | -32.6% | +36.0% | -68.6% | -36.1% |
| 6M | +4.9% | +86.0% | -81.0% | -5.4% |
| YTD | -17.8% | +65.9% | -83.7% | -25.0% |
| 1Y | -28.0% | +26.5% | -54.5% | -32.2% |
| 3Y | +36.0% | -54.2% | +90.2% | +41.6% |
| 5Y | +88.7% | -80.5% | +169.2% | +110.3% |
| 10Y | +346.9% | +109.6% | +237.3% | +262.5% |
| All | +375.8% | +318.5% | +57.3% | +254.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling