+415.5%
CNQ vs FCUV
-98.6%
+514.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.8% | -0.6% |
| 7D | +0.1% | -66.5% | +66.6% | +0.2% |
| 30D | +6.2% | +5.0% | +1.2% | +6.1% |
| 3M | +12.4% | +63.8% | -51.4% | +11.8% |
| 6M | +9.0% | -67.8% | +76.9% | +8.6% |
| YTD | +52.2% | -82.4% | +134.6% | +51.7% |
| 1Y | +65.0% | -94.7% | +159.8% | +64.6% |
| 3Y | +78.8% | -99.3% | +178.1% | +78.4% |
| 5Y | +286.0% | -99.9% | +385.8% | +285.2% |
| All | +415.5% | -98.6% | +514.1% | +408.0% |
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