+440.3%
AXP vs FCUV
-99.3%
+539.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.7% | +1.0% |
| 7D | -1.1% | -15.4% | +14.3% | -1.1% |
| 30D | +5.2% | -32.9% | +38.1% | +5.3% |
| 3M | -4.6% | -46.2% | +41.6% | -4.6% |
| 6M | +3.2% | -30.0% | +33.2% | +2.1% |
| YTD | -11.3% | -91.4% | +80.0% | -11.8% |
| 1Y | -11.0% | -98.1% | +87.1% | -11.1% |
| 3Y | +120.2% | -99.6% | +219.8% | +119.5% |
| 5Y | +91.7% | -99.9% | +191.6% | +91.4% |
| 10Y | +440.3% | -99.3% | +539.6% | +430.7% |
| All | +440.3% | -99.3% | +539.6% | +430.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling