-35.4%
RRC vs FIVN
+243.6%
-279.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.0% |
| 7D | +6.4% | -2.8% | +9.2% | +6.6% |
| 30D | +23.9% | -17.4% | +41.3% | +25.8% |
| 3M | +30.2% | -19.2% | +49.3% | +32.1% |
| 6M | +26.3% | +29.4% | -3.1% | +21.2% |
| YTD | +48.1% | +36.3% | +11.8% | +39.8% |
| 1Y | +37.7% | +33.5% | +4.2% | +30.1% |
| 3Y | +60.3% | -56.8% | +117.1% | +66.8% |
| 5Y | +135.3% | -83.0% | +218.3% | +159.6% |
| 10Y | +73.3% | +87.3% | -13.9% | +35.0% |
| All | -35.4% | +243.6% | -279.1% | -57.6% |
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