-98.0%
FCUV vs CHD
+30.9%
-128.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.6% | -10.1% | -12.4% |
| 7D | -8.6% | +6.9% | -15.5% | -20.7% |
| 30D | -25.9% | +17.1% | -43.0% | -49.7% |
| 3M | -69.8% | +9.1% | -78.9% | -74.1% |
| 6M | -31.6% | +21.4% | -53.0% | -50.3% |
| YTD | -90.1% | +34.9% | -125.0% | -93.9% |
| 1Y | -98.0% | +31.0% | -129.0% | -98.7% |
| All | -98.0% | +30.9% | -128.9% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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