-99.9%
FCUV vs CLBK
+41.8%
-141.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -72.0% | -1.4% | -70.6% | -71.8% |
| 30D | -8.0% | +4.5% | -12.5% | -8.6% |
| 3M | +66.3% | +22.8% | +43.5% | +55.2% |
| 6M | -75.3% | +43.4% | -118.7% | -78.4% |
| YTD | -83.0% | +64.1% | -147.1% | -85.8% |
| 1Y | -94.7% | +67.6% | -162.2% | -95.5% |
| 3Y | -99.3% | +53.3% | -152.5% | -99.4% |
| 5Y | -99.9% | +44.8% | -144.7% | -99.9% |
| All | -99.9% | +41.8% | -141.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 5y: compounded portfolio wealth divided by compounded CLBK 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…
5y analysis · Full analysis span regression · 6 months rolling