+51.7%
CNP vs FCUV
-99.2%
+150.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.1% | -0.9% |
| 7D | +0.7% | -63.8% | +64.4% | +0.6% |
| 30D | -0.1% | -14.7% | +14.6% | 0.0% |
| 3M | -5.6% | +65.3% | -70.9% | -5.5% |
| 6M | -7.5% | -68.5% | +61.0% | -7.3% |
| YTD | +5.5% | -83.0% | +88.5% | +5.8% |
| 1Y | +8.3% | -94.4% | +102.8% | +9.0% |
| All | +51.7% | -99.2% | +150.9% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling