-99.7%
FCUV vs RRC
+134.0%
-233.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.7% | +135.3% | +135.8% |
| 7D | +148.8% | +6.4% | +142.4% | +144.6% |
| 30D | +95.0% | +23.9% | +71.2% | +82.9% |
| 3M | +27.8% | +30.2% | -2.4% | +18.2% |
| 6M | +121.0% | +26.3% | +94.7% | +106.1% |
| YTD | -78.1% | +48.1% | -126.2% | -80.4% |
| 1Y | -94.3% | +37.7% | -131.9% | -94.8% |
| 3Y | -98.9% | +60.3% | -159.2% | -99.1% |
| All | -99.7% | +134.0% | -233.6% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling