-80.5%
FCUV vs RJF
+7.8%
-88.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.6% | -12.1% | -12.4% |
| 7D | +62.8% | -0.6% | +63.4% | +64.1% |
| 30D | +66.5% | -1.3% | +67.8% | +69.1% |
| 3M | +459.9% | +18.9% | +441.1% | +442.9% |
| 6M | -12.4% | +15.0% | -27.4% | -11.6% |
| YTD | -47.5% | +12.2% | -59.7% | -47.0% |
| 1Y | -80.5% | +5.6% | -86.1% | -78.8% |
| All | -80.5% | +7.8% | -88.3% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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