-98.0%
FCUV vs CASY
+32.1%
-130.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.4% | -8.9% | -8.0% |
| 7D | -8.6% | +0.8% | -9.4% | -8.9% |
| 30D | -25.9% | +9.4% | -35.3% | -29.0% |
| 3M | -69.8% | -20.6% | -49.2% | -67.1% |
| 6M | -31.6% | -20.7% | -10.9% | -25.0% |
| YTD | -90.1% | +22.5% | -112.6% | -90.7% |
| 1Y | -98.0% | +29.5% | -127.5% | -98.1% |
| All | -98.0% | +32.1% | -130.1% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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