+44.6%
COP vs FCUV
-81.1%
+125.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -13.7% | +12.6% | -1.0% |
| 7D | +3.0% | +62.8% | -59.8% | +2.8% |
| 30D | +17.5% | +66.5% | -49.0% | +17.2% |
| 3M | +13.4% | +459.9% | -446.6% | +11.5% |
| 6M | +17.7% | -12.4% | +30.1% | +18.5% |
| YTD | +46.6% | -47.5% | +94.1% | +49.0% |
| 1Y | +44.6% | -80.5% | +125.1% | +48.6% |
| All | +44.6% | -81.1% | +125.7% | +48.6% |
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