-4.5%
CRS vs FCUV
-98.1%
+93.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.5% | +6.0% | -1.5% |
| 7D | +4.3% | -8.6% | +12.9% | +4.4% |
| 30D | -25.5% | -25.9% | +0.4% | -25.4% |
| 3M | -48.7% | -69.8% | +21.1% | -48.6% |
| 6M | -31.6% | -31.6% | 0.0% | -32.6% |
| YTD | -7.0% | -90.1% | +83.1% | -8.2% |
| 1Y | -4.5% | -98.0% | +93.5% | -11.6% |
| All | -4.5% | -98.1% | +93.6% | -11.6% |
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