-99.6%
FCUV vs LBRT
+115.1%
-214.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.5% | -15.1% | -14.0% |
| 7D | +62.8% | +8.7% | +54.1% | +59.6% |
| 30D | +66.5% | +6.6% | +59.9% | +63.2% |
| 3M | +459.9% | -34.5% | +494.4% | +472.9% |
| 6M | -12.4% | -24.5% | +12.1% | -12.9% |
| YTD | -47.5% | +12.7% | -60.3% | -50.5% |
| 1Y | -80.5% | +94.8% | -175.3% | -83.0% |
| 3Y | -97.6% | +31.9% | -129.5% | -97.9% |
| All | -99.6% | +115.1% | -214.7% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling