-87.2%
FCUV vs CPB
-27.6%
-59.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -3.4% | -10.3% | -13.6% |
| 7D | +62.8% | -8.6% | +71.4% | +63.0% |
| 30D | +66.5% | -7.2% | +73.7% | +66.4% |
| 3M | +459.9% | +0.9% | +459.1% | +454.8% |
| 6M | -12.4% | -11.8% | -0.6% | -13.2% |
| YTD | -47.5% | -19.4% | -28.1% | -48.1% |
| 1Y | -80.5% | -30.4% | -50.1% | -80.7% |
| 3Y | -97.6% | -40.2% | -57.5% | -97.7% |
| 5Y | -99.5% | -39.5% | -60.0% | -99.5% |
| 10Y | -95.8% | -47.4% | -48.4% | -96.2% |
| All | -87.2% | -27.6% | -59.7% | -83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling