+790.5%
ORLY vs FIVN
+282.0%
+508.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.4% |
| 7D | -1.0% | -9.6% | +8.6% | -0.3% |
| 30D | -6.7% | -11.9% | +5.3% | -5.9% |
| 3M | -3.8% | +40.1% | -43.9% | -6.4% |
| 6M | -9.0% | +68.3% | -77.4% | -13.2% |
| YTD | -5.6% | +51.5% | -57.1% | -9.5% |
| 1Y | -19.5% | +15.1% | -34.6% | -21.4% |
| 3Y | +34.7% | -55.6% | +90.3% | +39.4% |
| 5Y | +118.0% | -82.4% | +200.5% | +139.6% |
| 10Y | +364.1% | +114.5% | +249.6% | +299.6% |
| All | +790.5% | +282.0% | +508.5% | +617.5% |
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 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