-99.9%
FCUV vs CASY
+254.7%
-354.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.4% |
| 7D | -15.3% | +5.0% | -20.3% | -16.6% |
| 30D | -29.7% | +8.2% | -37.9% | -31.6% |
| 3M | -54.5% | -18.2% | -36.3% | -51.6% |
| 6M | -26.7% | -18.6% | -8.2% | -22.1% |
| YTD | -91.0% | +26.8% | -117.8% | -91.4% |
| 1Y | -98.0% | +31.6% | -129.6% | -98.1% |
| 3Y | -99.5% | +156.5% | -256.1% | -99.6% |
| 5Y | -99.9% | +258.6% | -358.5% | -99.9% |
| All | -99.9% | +254.7% | -354.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling