-99.9%
FCUV vs LDOS
+51.2%
-151.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.4% | -0.1% |
| 7D | +2.4% | -3.5% | +5.8% | +5.0% |
| 30D | -25.9% | +9.5% | -35.5% | -31.9% |
| 3M | -44.8% | -6.3% | -38.5% | -41.8% |
| 6M | -3.5% | +2.8% | -6.3% | -13.1% |
| YTD | -90.7% | -26.6% | -64.1% | -89.9% |
| 1Y | -97.9% | -31.3% | -66.6% | -97.6% |
| 3Y | -99.5% | +30.9% | -130.5% | -99.6% |
| 5Y | -99.9% | +49.4% | -149.3% | -99.9% |
| All | -99.9% | +51.2% | -151.1% | -99.9% |
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