-97.7%
FCUV vs LDOS
+39.7%
-137.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.5% | -14.2% | -14.2% |
| 7D | +62.8% | -5.4% | +68.2% | +69.3% |
| 30D | +66.5% | +4.9% | +61.6% | +48.2% |
| 3M | +459.9% | +7.2% | +452.8% | +359.6% |
| 6M | -12.4% | -24.2% | +11.9% | -11.2% |
| YTD | -47.5% | -25.8% | -21.7% | -45.5% |
| 1Y | -80.5% | -24.7% | -55.8% | -79.9% |
| All | -97.7% | +39.7% | -137.4% | -98.0% |
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