-98.2%
FCUV vs CPB
-38.9%
-59.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +3.2% | +132.8% | +135.7% |
| 7D | +148.8% | -1.6% | +150.3% | +148.9% |
| 30D | +95.0% | +19.2% | +75.8% | +93.2% |
| 3M | +27.8% | -0.9% | +28.7% | +27.5% |
| 6M | +121.0% | +15.2% | +105.7% | +116.1% |
| YTD | -78.1% | -13.1% | -65.1% | -78.3% |
| 1Y | -94.3% | -22.4% | -71.8% | -94.3% |
| 3Y | -98.9% | -35.3% | -63.6% | -98.9% |
| 5Y | -99.7% | -33.0% | -66.7% | -99.7% |
| All | -98.2% | -38.9% | -59.3% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling