-6.5%
CDW vs FCUV
-81.1%
+74.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -13.7% | +12.7% | -0.9% |
| 7D | +3.2% | +62.8% | -59.7% | +2.8% |
| 30D | +9.3% | +66.5% | -57.2% | +8.7% |
| 3M | +9.8% | +459.9% | -450.2% | +5.8% |
| 6M | +23.3% | -12.4% | +35.7% | +22.4% |
| YTD | +13.7% | -47.5% | +61.2% | +14.2% |
| 1Y | -6.5% | -80.5% | +74.0% | -4.0% |
| All | -6.5% | -81.1% | +74.6% | -4.0% |
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