-50.1%
CCI vs FCUV
-99.9%
+49.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.7% |
| 7D | -4.4% | -72.0% | +67.6% | -4.2% |
| 30D | +0.3% | -8.0% | +8.3% | +0.2% |
| 3M | -20.0% | +66.3% | -86.2% | -21.0% |
| 6M | -14.5% | -75.3% | +60.8% | -14.3% |
| YTD | -14.9% | -83.0% | +68.1% | -14.4% |
| 1Y | -17.7% | -94.7% | +77.0% | -16.4% |
| 3Y | -12.4% | -99.3% | +86.9% | -9.7% |
| 5Y | -50.1% | -99.9% | +49.7% | -47.4% |
| All | -50.1% | -99.9% | +49.7% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling