+161.4%
CNC vs FCUV
-95.9%
+257.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.0% | +6.2% | -0.8% |
| 7D | -4.9% | -63.8% | +58.9% | -4.8% |
| 30D | -3.8% | -14.7% | +10.9% | -3.8% |
| 3M | -3.2% | +65.3% | -68.6% | -3.4% |
| 6M | +47.9% | -68.5% | +116.4% | +47.6% |
| YTD | +55.7% | -83.0% | +138.7% | +55.4% |
| 1Y | +106.2% | -94.4% | +200.7% | +105.9% |
| 3Y | -2.1% | -99.3% | +97.2% | -2.2% |
| 5Y | +3.4% | -99.9% | +103.3% | +3.2% |
| 10Y | +91.7% | -98.6% | +190.3% | +90.6% |
| All | +161.4% | -95.9% | +257.3% | +164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling