+626.9%
CEG vs FCUV
-99.7%
+726.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.0% | +5.3% | -1.7% |
| 7D | +1.3% | -63.8% | +65.1% | +1.6% |
| 30D | +8.8% | -14.7% | +23.5% | +8.6% |
| 3M | +17.0% | +65.3% | -48.3% | +13.9% |
| 6M | -8.7% | -68.5% | +59.8% | -8.4% |
| YTD | -16.4% | -83.0% | +66.6% | -15.0% |
| 1Y | -1.8% | -94.4% | +92.7% | +2.6% |
| 3Y | +175.8% | -99.3% | +275.1% | +199.3% |
| All | +626.9% | -99.7% | +726.7% | +771.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling