+55.6%
CSGP vs FCUV
-99.3%
+154.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.6% |
| 7D | -6.1% | +2.4% | -8.5% | -6.1% |
| 30D | +0.3% | -25.9% | +26.3% | +0.4% |
| 3M | -1.3% | -44.8% | +43.4% | -1.3% |
| 6M | -8.9% | -3.5% | -5.5% | -9.5% |
| YTD | -55.2% | -90.7% | +35.5% | -55.3% |
| 1Y | -56.4% | -97.9% | +41.5% | -56.3% |
| 3Y | -62.2% | -99.5% | +37.3% | -62.3% |
| 5Y | -63.7% | -99.9% | +36.2% | -63.7% |
| All | +55.6% | -99.3% | +154.8% | +57.6% |
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 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