+84.9%
CL vs FCUV
-99.3%
+184.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.5% | +0.2% |
| 7D | +2.6% | -15.3% | +17.9% | +2.6% |
| 30D | +11.8% | -29.7% | +41.5% | +11.7% |
| 3M | +5.9% | -54.5% | +60.4% | +5.9% |
| 6M | +13.3% | -26.7% | +40.1% | +13.5% |
| YTD | +27.1% | -91.0% | +118.1% | +27.2% |
| 1Y | +28.0% | -98.0% | +126.0% | +28.1% |
| 3Y | +39.4% | -99.5% | +138.9% | +39.5% |
| 5Y | +40.8% | -99.9% | +140.6% | +40.8% |
| 10Y | +84.9% | -99.3% | +184.1% | +88.0% |
| All | +84.9% | -99.3% | +184.1% | +88.0% |
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 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