+464.9%
AXP vs FCUV
-98.5%
+563.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -65.2% | +65.2% | +0.2% |
| 7D | +0.6% | -47.9% | +48.5% | +0.6% |
| 30D | -4.3% | +13.7% | -18.0% | -4.5% |
| 3M | +4.7% | +97.0% | -92.3% | +3.3% |
| 6M | +9.0% | -66.1% | +75.1% | +8.0% |
| YTD | -11.1% | -81.8% | +70.6% | -11.8% |
| 1Y | +1.3% | -93.3% | +94.6% | +0.8% |
| 3Y | +114.5% | -99.2% | +213.7% | +113.5% |
| 5Y | +118.0% | -99.9% | +217.9% | +117.4% |
| 10Y | +464.9% | -98.5% | +563.4% | +453.8% |
| All | +464.9% | -98.5% | +563.4% | +453.8% |
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 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