-97.9%
FCUV vs RY
+326.7%
-424.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.1% |
| 7D | -13.0% | -0.9% | -12.1% | -12.6% |
| 30D | -36.9% | +5.9% | -42.8% | -39.0% |
| 3M | -65.3% | -4.3% | -61.1% | -64.2% |
| 6M | -32.9% | +12.1% | -45.0% | -36.8% |
| YTD | -91.2% | +20.3% | -111.5% | -92.1% |
| 1Y | -98.2% | +41.0% | -139.2% | -98.5% |
| 3Y | -99.6% | +157.5% | -257.1% | -99.8% |
| 5Y | -99.9% | +123.2% | -223.0% | -99.9% |
| 10Y | -99.3% | +365.7% | -465.0% | -99.7% |
| All | -97.9% | +326.7% | -424.6% | -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