-98.6%
FCUV vs CPB
-45.5%
-53.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +0.7% |
| 7D | -72.0% | -5.4% | -66.6% | -71.9% |
| 30D | -8.0% | -7.8% | -0.2% | -8.0% |
| 3M | +66.3% | -6.9% | +73.2% | +65.1% |
| 6M | -75.3% | -12.2% | -63.1% | -75.4% |
| YTD | -83.0% | -21.1% | -61.9% | -83.0% |
| 1Y | -94.7% | -33.5% | -61.1% | -94.6% |
| 3Y | -99.3% | -43.2% | -56.1% | -99.3% |
| 5Y | -99.9% | -40.9% | -59.0% | -99.9% |
| All | -98.6% | -45.5% | -53.2% | -98.7% |
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