-87.2%
FCUV vs RRC
-37.0%
-50.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.9% | -12.8% | -13.6% |
| 7D | +62.8% | +1.3% | +61.5% | +62.8% |
| 30D | +66.5% | +10.1% | +56.4% | +66.1% |
| 3M | +459.9% | +4.0% | +455.9% | +459.4% |
| 6M | -12.4% | +1.6% | -14.0% | -12.4% |
| YTD | -47.5% | +19.7% | -67.2% | -47.6% |
| 1Y | -80.5% | +21.4% | -101.9% | -80.5% |
| 3Y | -97.6% | +29.7% | -127.3% | -97.6% |
| 5Y | -99.5% | +153.9% | -253.4% | -99.5% |
| 10Y | -95.8% | +10.8% | -106.6% | -95.0% |
| All | -87.2% | -37.0% | -50.3% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling