-99.2%
FCUV vs RY
+159.6%
-258.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.8% | -64.5% | -64.5% |
| 7D | -47.9% | +2.7% | -50.6% | -47.9% |
| 30D | +13.7% | -1.0% | +14.6% | +16.2% |
| 3M | +97.0% | +7.6% | +89.4% | +84.6% |
| 6M | -66.1% | +29.5% | -95.6% | -74.5% |
| YTD | -81.8% | +24.2% | -105.9% | -85.5% |
| 1Y | -93.3% | +46.4% | -139.7% | -95.6% |
| 3Y | -99.2% | +159.4% | -258.6% | -99.7% |
| All | -99.2% | +159.6% | -258.8% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling