-24.8%
CCL vs FCUV
-81.1%
+56.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -13.7% | +13.8% | +0.1% |
| 7D | -5.0% | +62.8% | -67.9% | -5.1% |
| 30D | -20.3% | +66.5% | -86.9% | -20.3% |
| 3M | -15.1% | +459.9% | -475.1% | -14.9% |
| 6M | -15.1% | -12.4% | -2.7% | -11.8% |
| YTD | -21.8% | -47.5% | +25.7% | -17.9% |
| 1Y | -24.8% | -80.5% | +55.7% | -21.4% |
| All | -24.8% | -81.1% | +56.3% | -21.4% |
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 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