-98.2%
FCUV vs LUMN
-63.6%
-34.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.1% | -2.8% |
| 7D | -13.0% | -18.2% | +5.3% | -15.4% |
| 30D | -36.9% | -32.5% | -4.4% | -40.6% |
| 3M | -65.3% | -32.4% | -33.0% | -67.0% |
| 6M | -32.9% | -59.3% | +26.4% | -36.1% |
| YTD | -91.2% | -48.6% | -42.6% | -92.4% |
| 1Y | -98.2% | -63.5% | -34.7% | -98.4% |
| All | -98.2% | -63.6% | -34.6% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 1y: compounded portfolio wealth divided by compounded LUMN 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…
1y analysis · Full analysis span regression · 6 months rolling