+115.4%
AXP vs FCUV
-97.7%
+213.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -13.7% | +12.6% | -1.1% |
| 7D | -2.1% | +62.8% | -64.9% | -2.3% |
| 30D | -6.5% | +66.5% | -73.0% | -6.8% |
| 3M | +4.6% | +459.9% | -455.3% | +2.6% |
| 6M | +5.4% | -12.4% | +17.8% | +5.8% |
| YTD | -11.1% | -47.5% | +36.4% | -10.1% |
| 1Y | -0.3% | -80.5% | +80.2% | +2.0% |
| All | +115.4% | -97.7% | +213.1% | +126.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling