+398.8%
OSCR vs FIVN
-55.2%
+454.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.3% |
| 7D | +1.6% | -7.8% | +9.5% | +3.2% |
| 30D | +10.7% | -1.7% | +12.4% | +10.7% |
| 3M | +13.4% | +47.2% | -33.8% | +3.9% |
| 6M | +144.6% | +82.7% | +61.8% | +109.3% |
| YTD | +128.0% | +52.9% | +75.1% | +102.3% |
| 1Y | +68.7% | +17.5% | +51.2% | +59.3% |
| 3Y | +398.8% | -55.8% | +454.6% | +486.2% |
| All | +398.8% | -55.2% | +454.0% | +486.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling