+804.4%
AAOI vs FCUV
-99.2%
+903.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.3% | +2.0% |
| 7D | -0.2% | -66.5% | +66.3% | +0.8% |
| 30D | -23.7% | +5.0% | -28.7% | -24.7% |
| 3M | -39.0% | +63.8% | -102.8% | -44.0% |
| 6M | -17.0% | -67.8% | +50.8% | -18.0% |
| YTD | +202.2% | -82.4% | +284.6% | +208.7% |
| 1Y | +292.4% | -94.7% | +387.1% | +335.9% |
| 3Y | +804.4% | -99.3% | +903.6% | +716.5% |
| All | +804.4% | -99.2% | +903.6% | +716.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 3y: compounded portfolio wealth divided by compounded FCUV 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…
3y analysis · Full analysis span regression · 6 months rolling