+22.4%
CCI vs FCUV
-98.6%
+121.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +2.4% |
| 7D | -0.3% | -66.5% | +66.2% | -0.2% |
| 30D | +2.2% | +5.0% | -2.7% | +2.1% |
| 3M | -16.9% | +63.8% | -80.7% | -17.5% |
| 6M | -11.5% | -67.8% | +56.3% | -12.0% |
| YTD | -12.8% | -82.4% | +69.6% | -13.2% |
| 1Y | -17.1% | -94.7% | +77.7% | -17.3% |
| 3Y | -9.6% | -99.3% | +89.6% | -9.9% |
| 5Y | -48.9% | -99.9% | +50.9% | -49.0% |
| All | +22.4% | -98.6% | +121.0% | +23.7% |
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 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