+19.0%
CDNS vs FCUV
-99.2%
+118.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.7% | +1.5% |
| 7D | -1.1% | -66.5% | +65.3% | -0.6% |
| 30D | -10.4% | +5.0% | -15.4% | -10.8% |
| 3M | -24.6% | +63.8% | -88.4% | -27.2% |
| 6M | -1.6% | -67.8% | +66.2% | -2.6% |
| YTD | -7.4% | -82.4% | +75.0% | -7.4% |
| 1Y | -18.4% | -94.7% | +76.3% | -16.5% |
| 3Y | +19.0% | -99.3% | +118.2% | +27.8% |
| All | +19.0% | -99.2% | +118.2% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling