-99.3%
FCUV vs CNI
+19.7%
-119.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.8% |
| 7D | -66.5% | -0.4% | -66.1% | -66.4% |
| 30D | +5.0% | -2.7% | +7.7% | +6.2% |
| 3M | +63.8% | +3.9% | +59.9% | +58.9% |
| 6M | -67.8% | +16.4% | -84.2% | -71.0% |
| YTD | -82.4% | +25.8% | -108.2% | -85.2% |
| 1Y | -94.7% | +32.4% | -127.1% | -95.8% |
| 3Y | -99.3% | +19.1% | -118.3% | -99.3% |
| All | -99.3% | +19.7% | -119.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 3y: compounded portfolio wealth divided by compounded CNI 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…
3y analysis · Full analysis span regression · 6 months rolling