-99.2%
FCUV vs RY
+355.6%
-454.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.8% |
| 7D | -4.7% | -3.0% | -1.7% | -2.8% |
| 30D | -23.2% | +6.3% | -29.4% | -26.1% |
| 3M | -49.2% | -2.6% | -46.6% | -47.9% |
| 6M | -9.2% | +13.9% | -23.2% | -15.8% |
| YTD | -90.6% | +21.7% | -112.3% | -91.6% |
| 1Y | -97.9% | +40.4% | -138.3% | -98.3% |
| 3Y | -99.5% | +161.3% | -260.9% | -99.7% |
| 5Y | -99.9% | +126.5% | -226.3% | -99.9% |
| 10Y | -99.2% | +354.3% | -453.6% | -99.6% |
| All | -99.2% | +355.6% | -454.9% | -99.6% |
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