-98.6%
FCUV vs RY
+372.5%
-471.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.0% | -6.0% | -6.4% |
| 7D | -63.8% | -0.5% | -63.2% | -63.2% |
| 30D | -14.7% | -1.9% | -12.8% | -12.7% |
| 3M | +65.3% | +5.1% | +60.2% | +62.0% |
| 6M | -68.5% | +28.2% | -96.7% | -72.9% |
| YTD | -83.0% | +22.9% | -105.9% | -84.9% |
| 1Y | -94.4% | +45.5% | -139.9% | -95.5% |
| 3Y | -99.3% | +156.7% | -256.0% | -99.6% |
| 5Y | -99.9% | +137.7% | -237.6% | -99.9% |
| 10Y | -98.6% | +375.5% | -474.2% | -99.3% |
| All | -98.6% | +372.5% | -471.2% | -99.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling