-98.0%
FCUV vs STZ
+14.7%
-112.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +5.3% | -12.8% | -10.5% |
| 7D | -8.6% | +13.0% | -21.6% | -15.7% |
| 30D | -25.9% | +29.4% | -55.3% | -39.2% |
| 3M | -69.8% | +11.6% | -81.4% | -71.2% |
| 6M | -31.6% | -0.2% | -31.4% | -26.3% |
| YTD | -90.1% | +8.6% | -98.7% | -90.9% |
| 1Y | -98.0% | +15.9% | -113.9% | -98.4% |
| All | -98.0% | +14.7% | -112.7% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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