-97.8%
FCUV vs RY
+329.4%
-427.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.3% | +2.6% |
| 7D | -15.3% | -0.6% | -14.7% | -15.1% |
| 30D | -29.7% | +6.1% | -35.9% | -32.2% |
| 3M | -54.5% | -3.4% | -51.1% | -53.2% |
| 6M | -26.7% | +12.8% | -39.5% | -31.3% |
| YTD | -91.0% | +21.0% | -112.0% | -91.9% |
| 1Y | -98.0% | +40.5% | -138.5% | -98.4% |
| 3Y | -99.5% | +159.9% | -259.4% | -99.7% |
| 5Y | -99.9% | +125.0% | -224.8% | -99.9% |
| 10Y | -99.3% | +350.6% | -449.8% | -99.6% |
| All | -97.8% | +329.4% | -427.2% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling