+529.3%
WCC vs FIVN
+118.5%
+410.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.3% |
| 7D | +1.4% | -7.8% | +9.2% | +2.9% |
| 30D | -2.3% | -1.7% | -0.5% | -2.3% |
| 3M | +3.7% | +47.2% | -43.5% | -5.8% |
| 6M | +34.8% | +82.7% | -47.9% | +14.1% |
| YTD | +46.1% | +52.9% | -6.8% | +27.5% |
| 1Y | +62.7% | +17.5% | +45.3% | +50.4% |
| 3Y | +133.6% | -55.8% | +189.4% | +157.4% |
| 5Y | +226.1% | -82.3% | +308.4% | +298.9% |
| All | +529.3% | +118.5% | +410.8% | +445.9% |
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