+367.0%
CDE vs FCUV
-95.9%
+462.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.1% |
| 7D | -6.1% | -72.0% | +65.9% | -6.0% |
| 30D | +9.5% | -8.0% | +17.5% | +9.5% |
| 3M | +32.0% | +66.3% | -34.3% | +32.2% |
| 6M | -12.8% | -75.3% | +62.5% | -12.4% |
| YTD | +14.2% | -83.0% | +97.2% | +14.7% |
| 1Y | +36.3% | -94.7% | +130.9% | +37.1% |
| 3Y | +821.4% | -99.3% | +920.7% | +826.5% |
| 5Y | +194.3% | -99.9% | +294.1% | +196.1% |
| 10Y | +53.2% | -98.6% | +151.8% | +58.2% |
| All | +367.0% | -95.9% | +462.9% | +372.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling