+32.2%
CB vs FCUV
-98.1%
+130.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.5% | +9.6% | +2.1% |
| 7D | +5.3% | -8.6% | +13.8% | +5.3% |
| 30D | +13.2% | -25.9% | +39.1% | +13.2% |
| 3M | +7.8% | -69.8% | +77.6% | +7.8% |
| 6M | +15.8% | -31.6% | +47.4% | +15.2% |
| YTD | +21.0% | -90.1% | +111.1% | +19.6% |
| 1Y | +32.2% | -98.0% | +130.2% | +31.5% |
| All | +32.2% | -98.1% | +130.3% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling