-80.5%
FCUV vs RY
+46.1%
-126.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.7% | -13.0% | -13.3% |
| 7D | +62.8% | +3.1% | +59.7% | +61.8% |
| 30D | +66.5% | -0.3% | +66.8% | +64.3% |
| 3M | +459.9% | +8.7% | +451.3% | +407.1% |
| 6M | -12.4% | +28.5% | -40.9% | -37.4% |
| YTD | -47.5% | +25.1% | -72.6% | -60.5% |
| 1Y | -80.5% | +46.3% | -126.8% | -88.9% |
| All | -80.5% | +46.1% | -126.6% | -88.9% |
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