-99.9%
FCUV vs COO
-41.3%
-58.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.6% |
| 7D | -4.7% | -2.3% | -2.4% | -3.6% |
| 30D | -23.2% | +13.3% | -36.5% | -28.5% |
| 3M | -49.2% | -18.1% | -31.1% | -43.0% |
| 6M | -9.2% | +6.7% | -15.9% | -13.9% |
| YTD | -90.6% | -23.2% | -67.4% | -89.1% |
| 1Y | -97.9% | -12.3% | -85.6% | -97.7% |
| 3Y | -99.5% | -23.6% | -76.0% | -99.5% |
| 5Y | -99.9% | -38.7% | -61.2% | -99.8% |
| All | -99.9% | -41.3% | -58.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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