+344.2%
PCAR vs FIVN
+318.5%
+25.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.4% |
| 3M | +5.9% | +36.0% | -30.1% | +2.6% |
| 6M | +0.4% | +86.0% | -85.6% | -6.2% |
| YTD | +14.8% | +65.9% | -51.1% | +8.0% |
| 1Y | +30.1% | +26.5% | +3.6% | +25.3% |
| 3Y | +66.7% | -54.2% | +120.9% | +71.4% |
| 5Y | +166.1% | -80.5% | +246.6% | +184.9% |
| 10Y | +353.7% | +109.6% | +244.0% | +271.7% |
| All | +344.2% | +318.5% | +25.7% | +225.5% |
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