-99.6%
FCUV vs LDOS
+43.9%
-143.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.5% | -14.2% | -14.0% |
| 7D | +62.8% | -5.4% | +68.2% | +67.9% |
| 30D | +66.5% | +4.9% | +61.6% | +52.6% |
| 3M | +459.9% | +7.2% | +452.8% | +386.3% |
| 6M | -12.4% | -24.2% | +11.9% | -9.6% |
| YTD | -47.5% | -25.8% | -21.7% | -44.7% |
| 1Y | -80.5% | -24.7% | -55.8% | -79.6% |
| 3Y | -97.6% | +39.3% | -136.9% | -98.1% |
| All | -99.6% | +43.9% | -143.5% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling