-80.5%
FCUV vs LBRT
+100.7%
-181.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.0% | -14.7% | -14.2% |
| 7D | +62.8% | +8.3% | +54.6% | +56.9% |
| 30D | +66.5% | +6.1% | +60.4% | +59.8% |
| 3M | +459.9% | -34.8% | +494.7% | +423.0% |
| 6M | -12.4% | -24.8% | +12.5% | -20.1% |
| YTD | -47.5% | +12.2% | -59.8% | -53.5% |
| 1Y | -80.5% | +94.0% | -174.5% | -79.5% |
| All | -80.5% | +100.7% | -181.2% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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