-80.5%
FCUV vs CAI
-31.3%
-49.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.0% | -12.7% | -13.9% |
| 7D | +62.8% | -2.2% | +65.0% | +61.8% |
| 30D | +66.5% | +52.4% | +14.1% | +94.3% |
| 3M | +459.9% | +45.1% | +414.9% | +573.0% |
| 6M | -12.4% | +26.2% | -38.6% | +8.8% |
| YTD | -47.5% | -7.1% | -40.5% | -27.5% |
| 1Y | -80.5% | -31.0% | -49.5% | -67.6% |
| All | -80.5% | -31.3% | -49.2% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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