+619.9%
CF vs FCUV
-98.6%
+718.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.0% | +9.8% | +2.8% |
| 7D | -0.8% | -63.8% | +62.9% | -0.8% |
| 30D | +14.3% | -14.7% | +28.9% | +14.3% |
| 3M | +27.9% | +65.3% | -37.5% | +28.2% |
| 6M | +25.5% | -68.5% | +94.0% | +25.8% |
| YTD | +81.2% | -83.0% | +164.2% | +81.6% |
| 1Y | +66.5% | -94.4% | +160.9% | +66.9% |
| 3Y | +76.7% | -99.3% | +175.9% | +77.1% |
| 5Y | +237.8% | -99.9% | +337.7% | +238.4% |
| 10Y | +619.9% | -98.6% | +718.5% | +606.3% |
| All | +619.9% | -98.6% | +718.5% | +606.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling