-99.2%
FCUV vs LDOS
+241.3%
-340.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.4% | +6.5% | +4.9% |
| 7D | -4.7% | -1.3% | -3.4% | -4.3% |
| 30D | -23.2% | +10.1% | -33.3% | -25.9% |
| 3M | -49.2% | -4.7% | -44.5% | -48.2% |
| 6M | -9.2% | +5.6% | -14.8% | -13.6% |
| YTD | -90.6% | -25.1% | -65.5% | -90.4% |
| 1Y | -97.9% | -31.7% | -66.2% | -97.8% |
| 3Y | -99.5% | +33.7% | -133.2% | -99.5% |
| 5Y | -99.9% | +54.4% | -154.2% | -99.9% |
| 10Y | -99.2% | +236.4% | -335.7% | -98.6% |
| All | -99.2% | +241.3% | -340.5% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 10y: compounded portfolio wealth divided by compounded LDOS 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…
10y analysis · Full analysis span regression · 6 months rolling