+17.1%
CDNS vs FCUV
-99.2%
+116.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | +0.1% |
| 7D | -6.5% | -72.0% | +65.4% | -5.9% |
| 30D | -13.0% | -8.0% | -5.0% | -13.3% |
| 3M | -26.0% | +66.3% | -92.3% | -28.6% |
| 6M | -2.8% | -75.3% | +72.5% | -3.2% |
| YTD | -8.8% | -83.0% | +74.1% | -8.8% |
| 1Y | -15.8% | -94.7% | +78.8% | -13.9% |
| All | +17.1% | -99.2% | +116.4% | +25.9% |
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