-94.3%
FCUV vs CPB
-22.0%
-72.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +3.2% | +132.8% | +134.5% |
| 7D | +148.8% | -1.6% | +150.3% | +148.1% |
| 30D | +95.0% | +19.2% | +75.8% | +88.7% |
| 3M | +27.8% | -0.9% | +28.7% | +27.0% |
| 6M | +121.0% | +15.2% | +105.7% | +85.5% |
| YTD | -78.1% | -13.1% | -65.1% | -82.0% |
| 1Y | -94.3% | -22.4% | -71.8% | -94.9% |
| All | -94.3% | -22.0% | -72.3% | -94.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling