+119.2%
ORLY vs FIVN
-82.2%
+201.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | -2.4% | -7.8% | +5.5% | -2.1% |
| 30D | -6.8% | -1.7% | -5.0% | -6.7% |
| 3M | -4.8% | +47.2% | -51.9% | -6.0% |
| 6M | -9.1% | +82.7% | -91.8% | -11.1% |
| YTD | -5.9% | +52.9% | -58.8% | -7.6% |
| 1Y | -20.4% | +17.5% | -37.9% | -21.2% |
| 3Y | +36.6% | -55.8% | +92.4% | +39.6% |
| All | +119.2% | -82.2% | +201.3% | +130.3% |
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 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