-98.9%
FCUV vs LDOS
+30.5%
-129.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -0.4% | +136.4% | +136.4% |
| 7D | +148.8% | -1.6% | +150.4% | +151.5% |
| 30D | +95.0% | +8.2% | +86.8% | +76.3% |
| 3M | +27.8% | -8.2% | +36.0% | +39.2% |
| 6M | +121.0% | +5.8% | +115.1% | +84.8% |
| YTD | -78.1% | -27.0% | -51.2% | -76.3% |
| 1Y | -94.3% | -31.0% | -63.3% | -93.6% |
| 3Y | -98.9% | +29.3% | -128.2% | -99.0% |
| All | -98.9% | +30.5% | -129.4% | -99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling