-87.2%
FCUV vs CASY
+897.5%
-984.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.3% | -13.4% | -13.7% |
| 7D | +62.8% | +0.1% | +62.8% | +62.8% |
| 30D | +66.5% | -11.3% | +77.8% | +66.8% |
| 3M | +459.9% | -0.6% | +460.6% | +462.3% |
| 6M | -12.4% | +10.7% | -23.1% | -12.0% |
| YTD | -47.5% | +37.1% | -84.7% | -47.1% |
| 1Y | -80.5% | +52.3% | -132.8% | -80.3% |
| 3Y | -97.6% | +215.2% | -312.8% | -97.5% |
| 5Y | -99.5% | +276.5% | -376.0% | -99.5% |
| 10Y | -95.8% | +508.4% | -604.1% | -94.1% |
| All | -87.2% | +897.5% | -984.7% | -82.5% |
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