-80.5%
FCUV vs RRX
+14.9%
-95.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.2% | -13.8% | -13.7% |
| 7D | +62.8% | +3.4% | +59.4% | +61.3% |
| 30D | +66.5% | -11.1% | +77.6% | +73.2% |
| 3M | +459.9% | -23.7% | +483.7% | +487.1% |
| 6M | -12.4% | -22.0% | +9.6% | -9.5% |
| YTD | -47.5% | +16.5% | -64.0% | -60.5% |
| 1Y | -80.5% | +11.5% | -92.0% | -83.9% |
| All | -80.5% | +14.9% | -95.4% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling