+214.8%
WCC vs FIVN
-82.6%
+297.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | +1.7% | -11.3% | +13.0% | +4.3% |
| 30D | -6.1% | -7.3% | +1.2% | -4.8% |
| 3M | +3.1% | +41.7% | -38.6% | -7.2% |
| 6M | +28.2% | +78.3% | -50.0% | +5.3% |
| YTD | +41.1% | +50.9% | -9.8% | +19.9% |
| 1Y | +61.3% | +19.7% | +41.6% | +46.4% |
| 3Y | +123.6% | -55.7% | +179.4% | +157.8% |
| 5Y | +214.8% | -82.6% | +297.4% | +324.6% |
| All | +214.8% | -82.6% | +297.4% | +324.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling