-99.9%
FCUV vs RRC
+150.0%
-249.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.4% |
| 7D | -72.0% | -1.2% | -70.8% | -71.8% |
| 30D | -8.0% | +3.0% | -11.0% | -8.5% |
| 3M | +66.3% | +7.3% | +59.0% | +64.3% |
| 6M | -75.3% | +3.6% | -78.9% | -75.5% |
| YTD | -83.0% | +19.4% | -102.3% | -83.6% |
| 1Y | -94.7% | +21.4% | -116.1% | -94.9% |
| 3Y | -99.3% | +32.8% | -132.0% | -99.3% |
| 5Y | -99.9% | +152.0% | -251.8% | -99.9% |
| All | -99.9% | +150.0% | -249.8% | -99.9% |
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