-54.8%
CSGP vs FCUV
-95.0%
+40.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +136.0% | -133.1% | +2.8% |
| 7D | +1.3% | +148.8% | -147.4% | +1.3% |
| 30D | +2.8% | +95.0% | -92.2% | +2.7% |
| 3M | -6.3% | +27.8% | -34.1% | -6.4% |
| 6M | -3.2% | +121.0% | -124.1% | -3.0% |
| YTD | -54.0% | -78.1% | +24.2% | -52.7% |
| 1Y | -54.8% | -94.3% | +39.4% | -55.1% |
| All | -54.8% | -95.0% | +40.2% | -55.1% |
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