-95.9%
FCUV vs RJF
+453.8%
-549.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.8% |
| 7D | -63.8% | -0.3% | -63.5% | -63.4% |
| 30D | -14.7% | -2.0% | -12.7% | -13.7% |
| 3M | +65.3% | +16.3% | +49.0% | +60.4% |
| 6M | -68.5% | +16.9% | -85.4% | -69.6% |
| YTD | -83.0% | +10.4% | -93.5% | -83.4% |
| 1Y | -94.4% | +7.4% | -101.8% | -94.5% |
| 3Y | -99.3% | +72.2% | -171.5% | -99.3% |
| 5Y | -99.9% | +105.1% | -205.0% | -99.9% |
| 10Y | -98.6% | +430.9% | -529.6% | -98.7% |
| All | -95.9% | +453.8% | -549.7% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling