-99.3%
FCUV vs RRC
+31.0%
-130.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.7% | -6.9% |
| 7D | -63.8% | -1.7% | -62.0% | -63.4% |
| 30D | -14.7% | +3.6% | -18.3% | -15.5% |
| 3M | +65.3% | +8.8% | +56.5% | +63.1% |
| 6M | -68.5% | +0.8% | -69.3% | -68.6% |
| YTD | -83.0% | +19.0% | -102.0% | -83.6% |
| 1Y | -94.4% | +22.9% | -117.3% | -94.6% |
| All | -99.3% | +31.0% | -130.3% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling