-94.4%
FCUV vs CASY
+22.7%
-117.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -14.2% | +7.2% | -2.6% |
| 7D | -63.8% | -16.5% | -47.2% | -61.1% |
| 30D | -14.7% | -26.4% | +11.7% | -7.5% |
| 3M | +65.3% | -17.3% | +82.6% | +81.8% |
| 6M | -68.5% | -5.2% | -63.3% | -65.3% |
| YTD | -83.0% | +14.1% | -97.1% | -78.5% |
| 1Y | -94.4% | +16.6% | -111.0% | -92.1% |
| All | -94.4% | +22.7% | -117.2% | -92.1% |
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