+91.5%
OSCR vs FIVN
-82.2%
+173.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.1% |
| 7D | +1.6% | -7.8% | +9.5% | +4.2% |
| 30D | +10.7% | -1.7% | +12.4% | +10.8% |
| 3M | +13.4% | +47.2% | -33.8% | -1.9% |
| 6M | +144.6% | +82.7% | +61.8% | +89.1% |
| YTD | +128.0% | +52.9% | +75.1% | +85.5% |
| 1Y | +68.7% | +17.5% | +51.2% | +50.4% |
| 3Y | +398.8% | -55.8% | +454.6% | +519.6% |
| All | +91.5% | -82.2% | +173.7% | +225.4% |
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