+166.2%
EOG vs FCUV
-99.8%
+266.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.3% | -0.1% |
| 7D | +1.5% | -66.5% | +68.0% | +1.8% |
| 30D | +2.9% | +5.0% | -2.0% | +2.6% |
| 3M | +8.7% | +63.8% | -55.1% | +6.4% |
| 6M | +12.9% | -67.8% | +80.7% | +11.0% |
| YTD | +43.8% | -82.4% | +126.2% | +41.7% |
| 1Y | +27.1% | -94.7% | +121.8% | +25.9% |
| 3Y | +25.9% | -99.3% | +125.2% | +28.1% |
| All | +166.2% | -99.8% | +266.1% | +186.7% |
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