-98.0%
FCUV vs RY
+46.4%
-144.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.0% | -10.5% | -8.9% |
| 7D | -8.6% | +2.5% | -11.0% | -9.6% |
| 30D | -25.9% | +8.4% | -34.4% | -29.2% |
| 3M | -69.8% | +1.2% | -71.0% | -69.8% |
| 6M | -31.6% | +19.4% | -51.0% | -44.6% |
| YTD | -90.1% | +25.4% | -115.5% | -92.6% |
| 1Y | -98.0% | +46.7% | -144.7% | -98.9% |
| All | -98.0% | +46.4% | -144.4% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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