-94.7%
FCUV vs RY
+44.8%
-139.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | -72.0% | -2.9% | -69.1% | -71.0% |
| 30D | -8.0% | -2.0% | -6.0% | -6.7% |
| 3M | +66.3% | +4.9% | +61.4% | +56.4% |
| 6M | -75.3% | +26.1% | -101.4% | -82.3% |
| YTD | -83.0% | +22.4% | -105.3% | -87.0% |
| 1Y | -94.7% | +44.7% | -139.4% | -97.1% |
| All | -94.7% | +44.8% | -139.5% | -97.1% |
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