+223.5%
CB vs FCUV
-98.6%
+322.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.0% | +7.3% | +0.3% |
| 7D | -0.5% | -63.8% | +63.2% | -0.5% |
| 30D | -3.1% | -14.7% | +11.6% | -3.1% |
| 3M | +4.2% | +65.3% | -61.1% | +3.9% |
| 6M | +4.7% | -68.5% | +73.2% | +4.5% |
| YTD | +8.8% | -83.0% | +91.9% | +8.6% |
| 1Y | +22.6% | -94.4% | +117.0% | +22.5% |
| 3Y | +70.6% | -99.3% | +169.9% | +70.4% |
| 5Y | +99.4% | -99.9% | +199.3% | +99.3% |
| 10Y | +223.5% | -98.6% | +322.1% | +220.3% |
| All | +223.5% | -98.6% | +322.1% | +220.3% |
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