+5,452.4%
AVGO vs FCUV
-95.6%
+5,547.9%
-48.3%
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 | +3.0% | -65.2% | +68.2% | +3.0% |
| 7D | -0.3% | -47.9% | +47.6% | -0.3% |
| 30D | -13.8% | +13.7% | -27.5% | -13.9% |
| 3M | -6.9% | +97.0% | -103.9% | -7.6% |
| 6M | +11.9% | -66.1% | +78.0% | +11.3% |
| YTD | +6.9% | -81.8% | +88.6% | +6.4% |
| 1Y | +7.4% | -93.3% | +100.7% | +7.1% |
| 3Y | +345.6% | -99.2% | +444.8% | +344.5% |
| 5Y | +718.9% | -99.9% | +818.7% | +717.3% |
| 10Y | +2,755.4% | -98.5% | +2,853.9% | +2,758.5% |
| All | +5,452.4% | -95.6% | +5,547.9% | +5,607.9% |
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