+496.7%
CSX vs FCUV
-98.6%
+595.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.0% | +5.7% | -1.3% |
| 7D | -0.6% | -63.8% | +63.2% | -0.6% |
| 30D | -3.2% | -14.7% | +11.4% | -3.2% |
| 3M | +2.6% | +65.3% | -62.7% | +2.6% |
| 6M | +19.8% | -68.5% | +88.3% | +19.8% |
| YTD | +34.7% | -83.0% | +117.7% | +34.6% |
| 1Y | +52.1% | -94.4% | +146.6% | +52.1% |
| 3Y | +68.4% | -99.3% | +167.7% | +68.3% |
| 5Y | +65.1% | -99.9% | +165.0% | +64.7% |
| 10Y | +496.7% | -98.6% | +595.3% | +523.1% |
| All | +496.7% | -98.6% | +595.3% | +523.1% |
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 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