-98.2%
FCUV vs CGNX
+19.2%
-117.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -10.5% | +2.1% | -3.0% |
| 7D | -14.0% | -19.5% | +5.5% | -3.7% |
| 30D | -31.2% | -28.4% | -2.8% | -18.9% |
| 3M | -71.3% | -32.7% | -38.6% | -65.1% |
| 6M | -36.9% | -19.0% | -17.8% | -28.6% |
| YTD | -91.0% | +32.6% | -123.5% | -91.3% |
| 1Y | -98.2% | +18.0% | -116.2% | -98.0% |
| All | -98.2% | +19.2% | -117.4% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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