-99.5%
FCUV vs CPB
-36.4%
-63.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.2% |
| 7D | -4.7% | -4.1% | -0.6% | -4.5% |
| 30D | -23.2% | +16.9% | -40.1% | -24.4% |
| 3M | -49.2% | -0.6% | -48.6% | -49.6% |
| 6M | -9.2% | +11.4% | -20.6% | -14.3% |
| YTD | -90.6% | -14.8% | -75.8% | -91.0% |
| 1Y | -97.9% | -24.8% | -73.1% | -98.0% |
| All | -99.5% | -36.4% | -63.1% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling