-97.8%
FCUV vs CASY
+822.4%
-920.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.6% |
| 7D | -15.3% | +5.0% | -20.3% | -15.5% |
| 30D | -29.7% | +8.2% | -37.9% | -30.0% |
| 3M | -54.5% | -18.2% | -36.3% | -54.2% |
| 6M | -26.7% | -18.6% | -8.2% | -26.2% |
| YTD | -91.0% | +26.8% | -117.8% | -90.8% |
| 1Y | -98.0% | +31.6% | -129.6% | -98.0% |
| 3Y | -99.5% | +156.5% | -256.1% | -99.5% |
| 5Y | -99.9% | +258.6% | -358.5% | -99.9% |
| 10Y | -99.3% | +550.3% | -649.5% | -99.0% |
| All | -97.8% | +822.4% | -920.2% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling