+1,151.2%
AAPL vs FCUV
-95.9%
+1,247.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.0% | +6.7% | -0.3% |
| 7D | -3.0% | -63.8% | +60.8% | -3.1% |
| 30D | +2.3% | -14.7% | +17.0% | +2.4% |
| 3M | +8.6% | +65.3% | -56.7% | +9.9% |
| 6M | +21.6% | -68.5% | +90.0% | +23.2% |
| YTD | +16.3% | -83.0% | +99.3% | +18.0% |
| 1Y | +35.1% | -94.4% | +129.5% | +37.2% |
| 3Y | +79.4% | -99.3% | +178.6% | +82.2% |
| 5Y | +109.8% | -99.9% | +209.7% | +113.3% |
| 10Y | +1,237.1% | -98.6% | +1,335.7% | +1,286.1% |
| All | +1,151.2% | -95.9% | +1,247.1% | +1,211.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling