-80.5%
FCUV vs CGNX
+42.4%
-122.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +2.4% | -16.1% | -15.0% |
| 7D | +62.8% | +3.0% | +59.9% | +59.8% |
| 30D | +66.5% | -11.8% | +78.3% | +78.5% |
| 3M | +459.9% | -3.6% | +463.6% | +460.1% |
| 6M | -12.4% | +17.4% | -29.8% | -14.9% |
| YTD | -47.5% | +73.7% | -121.3% | -58.4% |
| 1Y | -80.5% | +41.5% | -122.0% | -81.8% |
| All | -80.5% | +42.4% | -122.9% | -81.8% |
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