+1,500.5%
CIEN vs FCUV
-98.6%
+1,599.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.2% | +4.5% |
| 7D | +8.9% | -66.5% | +75.4% | +9.0% |
| 30D | -19.1% | +5.0% | -24.1% | -19.3% |
| 3M | -21.5% | +63.8% | -85.3% | -22.8% |
| 6M | +2.8% | -67.8% | +70.7% | +1.5% |
| YTD | +49.5% | -82.4% | +131.9% | +47.8% |
| 1Y | +163.8% | -94.7% | +258.5% | +161.6% |
| 3Y | +615.8% | -99.3% | +715.1% | +609.6% |
| 5Y | +548.4% | -99.9% | +648.2% | +543.7% |
| All | +1,500.5% | -98.6% | +1,599.0% | +1,413.9% |
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 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