+172.3%
PCAR vs FIVN
-80.6%
+252.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.4% |
| 7D | -0.5% | -2.3% | +1.8% | -0.3% |
| 30D | -6.2% | +12.4% | -18.6% | -7.5% |
| 3M | +5.9% | +36.0% | -30.1% | +2.4% |
| 6M | +0.4% | +86.0% | -85.6% | -6.7% |
| YTD | +14.8% | +65.9% | -51.1% | +7.6% |
| 1Y | +30.1% | +26.5% | +3.6% | +25.5% |
| 3Y | +66.6% | -54.2% | +120.9% | +71.5% |
| All | +172.3% | -80.6% | +252.8% | +177.4% |
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