+1,490.9%
AMZN vs FCUV
-95.6%
+1,586.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -65.2% | +64.6% | 0.0% |
| 7D | +0.8% | -47.9% | +48.7% | +0.9% |
| 30D | -6.4% | +13.7% | -20.0% | -7.0% |
| 3M | +4.8% | +97.0% | -92.2% | +0.7% |
| 6M | +20.5% | -66.1% | +86.6% | +16.2% |
| YTD | +11.3% | -81.8% | +93.1% | +7.5% |
| 1Y | +9.0% | -93.3% | +102.2% | +5.5% |
| 3Y | +85.9% | -99.2% | +185.1% | +79.8% |
| 5Y | +45.8% | -99.9% | +145.6% | +41.1% |
| 10Y | +555.5% | -98.5% | +654.0% | +547.7% |
| All | +1,490.9% | -95.6% | +1,586.5% | +1,485.0% |
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