+22.8%
CB vs FCUV
-94.3%
+117.1%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.3% |
| 7D | -2.8% | -72.0% | +69.2% | -2.7% |
| 30D | -2.4% | -8.0% | +5.6% | -2.4% |
| 3M | +2.8% | +66.3% | -63.5% | +2.5% |
| 6M | +4.8% | -75.3% | +80.1% | +3.6% |
| YTD | +9.2% | -83.0% | +92.1% | +7.9% |
| 1Y | +22.8% | -94.7% | +117.5% | +20.7% |
| All | +22.8% | -94.3% | +117.1% | +20.7% |
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 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