+5,291.8%
AVGO vs FCUV
-87.2%
+5,379.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -13.7% | +13.9% | +0.2% |
| 7D | -3.0% | +62.8% | -65.8% | -3.0% |
| 30D | -14.4% | +66.5% | -80.9% | -14.5% |
| 3M | -14.4% | +459.9% | -474.4% | -15.1% |
| 6M | +13.1% | -12.4% | +25.5% | +12.5% |
| YTD | +3.8% | -47.5% | +51.3% | +3.3% |
| 1Y | +17.8% | -80.5% | +98.3% | +17.3% |
| 3Y | +325.3% | -97.6% | +422.9% | +323.9% |
| 5Y | +689.9% | -99.5% | +789.5% | +687.9% |
| 10Y | +2,597.0% | -95.8% | +2,692.8% | +2,598.2% |
| All | +5,291.8% | -87.2% | +5,379.0% | +5,439.1% |
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