-94.7%
FCUV vs COO
+55.3%
-150.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.7% | +135.3% | +135.9% |
| 7D | +148.8% | +0.5% | +148.3% | +148.7% |
| 30D | +95.0% | +14.2% | +80.9% | +90.3% |
| 3M | +27.8% | -18.2% | +46.0% | +32.9% |
| 6M | +121.0% | +5.3% | +115.6% | +118.5% |
| YTD | -78.1% | -23.6% | -54.6% | -77.0% |
| 1Y | -94.3% | -12.7% | -81.6% | -94.1% |
| 3Y | -98.9% | -24.2% | -74.7% | -98.9% |
| 5Y | -99.7% | -40.0% | -59.7% | -99.7% |
| 10Y | -98.2% | +41.6% | -139.8% | -97.4% |
| All | -94.7% | +55.3% | -150.0% | -93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling