-95.9%
FCUV vs CNI
+113.5%
-209.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.8% |
| 7D | -72.0% | -1.1% | -70.9% | -71.8% |
| 30D | -8.0% | -3.5% | -4.5% | -6.1% |
| 3M | +66.3% | +2.2% | +64.1% | +63.1% |
| 6M | -75.3% | +15.1% | -90.4% | -77.9% |
| YTD | -83.0% | +24.7% | -107.6% | -85.7% |
| 1Y | -94.7% | +33.4% | -128.0% | -95.7% |
| 3Y | -99.3% | +19.5% | -118.8% | -99.4% |
| 5Y | -99.9% | +12.6% | -112.4% | -99.9% |
| 10Y | -98.6% | +134.7% | -233.3% | -99.2% |
| All | -95.9% | +113.5% | -209.4% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling