+459.9%
FCUV vs RY
+10.3%
+449.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.7% | -13.0% | -14.2% |
| 7D | +62.8% | +3.1% | +59.7% | +67.2% |
| 30D | +66.5% | -0.3% | +66.8% | +56.5% |
| 3M | +459.9% | +8.7% | +451.3% | +446.3% |
| All | +459.9% | +10.3% | +449.6% | +446.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling