-19.4%
APA vs FCUV
-95.6%
+76.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -65.2% | +67.1% | +2.0% |
| 7D | -1.7% | -47.9% | +46.2% | -1.7% |
| 30D | +15.7% | +13.7% | +2.1% | +15.5% |
| 3M | +16.5% | +97.0% | -80.5% | +15.2% |
| 6M | +35.1% | -66.1% | +101.2% | +33.8% |
| YTD | +82.2% | -81.8% | +164.0% | +80.6% |
| 1Y | +102.5% | -93.3% | +195.7% | +100.8% |
| 3Y | +10.3% | -99.2% | +109.5% | +9.5% |
| 5Y | +166.1% | -99.9% | +266.0% | +164.2% |
| 10Y | -4.9% | -98.5% | +93.6% | -4.7% |
| All | -19.4% | -95.6% | +76.2% | -19.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling