+28.5%
CLS vs FCUV
-94.3%
+122.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.5% |
| 7D | +5.0% | -72.0% | +76.9% | +4.0% |
| 30D | +4.8% | -8.0% | +12.8% | +5.4% |
| 3M | -10.4% | +66.3% | -76.7% | -3.9% |
| 6M | +20.8% | -75.3% | +96.1% | +33.0% |
| YTD | +10.0% | -83.0% | +93.0% | +21.2% |
| 1Y | +28.5% | -94.7% | +123.2% | +52.1% |
| All | +28.5% | -94.3% | +122.9% | +52.1% |
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