-99.9%
FCUV vs CPB
-38.1%
-61.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.6% | -7.6% | -7.0% |
| 7D | -63.8% | -8.0% | -55.8% | -63.6% |
| 30D | -14.7% | -2.4% | -12.3% | -15.1% |
| 3M | +65.3% | +0.5% | +64.8% | +61.6% |
| 6M | -68.5% | -10.5% | -58.0% | -69.3% |
| YTD | -83.0% | -17.5% | -65.5% | -83.5% |
| 1Y | -94.4% | -31.0% | -63.4% | -94.6% |
| 3Y | -99.3% | -40.6% | -58.6% | -99.3% |
| 5Y | -99.9% | -37.7% | -62.1% | -99.9% |
| All | -99.9% | -38.1% | -61.8% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling