+65.1%
CSGP vs FCUV
-99.3%
+164.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.6% | -7.6% | -2.9% |
| 7D | -3.2% | -15.3% | +12.2% | -3.1% |
| 30D | +2.2% | -29.7% | +32.0% | +2.3% |
| 3M | -3.7% | -54.5% | +50.8% | -3.6% |
| 6M | -7.4% | -26.7% | +19.3% | -8.0% |
| YTD | -54.9% | -91.0% | +36.1% | -55.0% |
| 1Y | -54.9% | -98.0% | +43.1% | -54.8% |
| 3Y | -61.9% | -99.5% | +37.6% | -62.0% |
| 5Y | -63.1% | -99.9% | +36.8% | -63.1% |
| 10Y | +65.1% | -99.3% | +164.4% | +67.4% |
| All | +65.1% | -99.3% | +164.4% | +67.4% |
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