+4.2%
RRC vs FIVN
+115.6%
-111.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -1.2% | -11.3% | +10.1% | -0.1% |
| 30D | +3.0% | -7.3% | +10.3% | +3.6% |
| 3M | +7.3% | +41.7% | -34.4% | +3.0% |
| 6M | +3.6% | +78.3% | -74.7% | -3.5% |
| YTD | +19.4% | +50.9% | -31.5% | +12.6% |
| 1Y | +21.4% | +19.7% | +1.8% | +17.1% |
| 3Y | +32.8% | -55.7% | +88.5% | +38.1% |
| 5Y | +152.0% | -82.6% | +234.5% | +174.2% |
| All | +4.2% | +115.6% | -111.4% | -15.7% |
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 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