+359.1%
PCAR vs FIVN
+103.9%
+255.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -1.2% |
| 7D | 0.0% | -8.2% | +8.3% | +0.8% |
| 30D | -7.7% | -8.1% | +0.4% | -7.2% |
| 3M | +3.7% | +34.9% | -31.2% | +0.5% |
| 6M | +2.3% | +72.6% | -70.3% | -3.9% |
| YTD | +12.8% | +55.8% | -43.0% | +6.6% |
| 1Y | +27.8% | +17.1% | +10.6% | +23.9% |
| 3Y | +61.8% | -54.3% | +116.1% | +66.4% |
| 5Y | +168.2% | -81.6% | +249.8% | +187.7% |
| 10Y | +359.1% | +109.2% | +249.9% | +269.8% |
| All | +359.1% | +103.9% | +255.2% | +269.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling