+263.3%
PCAR vs FIVN
+253.7%
+9.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -17.6% | +15.2% | -1.0% |
| 7D | +0.1% | -22.6% | +22.7% | +2.1% |
| 30D | -4.6% | -16.8% | +12.2% | -3.4% |
| 3M | -22.6% | -0.9% | -21.7% | -23.1% |
| 6M | -12.0% | +28.4% | -40.4% | -14.9% |
| YTD | -6.1% | +40.2% | -46.3% | -10.8% |
| 1Y | +6.3% | +30.5% | -24.2% | +1.6% |
| 3Y | +31.8% | -56.2% | +88.0% | +35.6% |
| 5Y | +104.2% | -81.0% | +185.2% | +118.4% |
| 10Y | +302.9% | +105.3% | +197.7% | +229.4% |
| All | +263.3% | +253.7% | +9.6% | +168.7% |
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