-96.1%
FCUV vs CAI
-9.9%
-86.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.0% | +3.5% |
| 7D | -66.5% | -2.9% | -63.6% | -66.8% |
| 30D | +5.0% | +9.3% | -4.4% | +7.3% |
| 3M | +63.8% | +35.2% | +28.6% | +93.0% |
| 6M | -67.8% | +30.7% | -98.6% | -62.1% |
| YTD | -82.4% | -9.8% | -72.6% | -78.0% |
| 1Y | -94.7% | -28.9% | -65.9% | -93.5% |
| All | -96.1% | -9.9% | -86.3% | -95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling