-97.7%
FCUV vs CPB
-23.4%
-74.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.1% |
| 7D | -4.7% | -4.1% | -0.6% | -4.7% |
| 30D | -23.2% | +16.9% | -40.1% | -23.3% |
| 3M | -49.2% | -0.6% | -48.6% | -49.2% |
| 6M | -9.2% | +11.4% | -20.6% | -10.3% |
| YTD | -90.6% | -14.8% | -75.8% | -90.7% |
| 1Y | -97.9% | -24.8% | -73.1% | -97.9% |
| 3Y | -99.5% | -36.6% | -62.9% | -99.5% |
| 5Y | -99.9% | -33.3% | -66.5% | -99.9% |
| 10Y | -99.2% | -40.4% | -58.9% | -99.3% |
| All | -97.7% | -23.4% | -74.3% | -97.0% |
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