-63.1%
CSGP vs FCUV
-99.7%
+36.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +136.0% | -133.1% | +2.1% |
| 7D | +1.3% | +148.8% | -147.4% | +0.5% |
| 30D | +2.8% | +95.0% | -92.2% | +2.1% |
| 3M | -6.3% | +27.8% | -34.1% | -7.0% |
| 6M | -3.2% | +121.0% | -124.1% | -5.9% |
| YTD | -54.0% | -78.1% | +24.2% | -53.2% |
| 1Y | -54.8% | -94.3% | +39.4% | -52.7% |
| 3Y | -60.6% | -98.9% | +38.3% | -58.0% |
| All | -63.1% | -99.7% | +36.6% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling