-98.0%
FCUV vs WCC
+24.5%
-122.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -9.9% | +2.4% | -6.8% |
| 7D | -8.6% | -8.8% | +0.2% | -7.8% |
| 30D | -25.9% | -16.0% | -9.9% | -25.4% |
| 3M | -69.8% | -15.2% | -54.6% | -69.3% |
| 6M | -31.6% | -8.4% | -23.3% | -34.8% |
| YTD | -90.1% | +30.1% | -120.2% | -92.6% |
| 1Y | -98.0% | +26.4% | -124.4% | -98.5% |
| All | -98.0% | +24.5% | -122.4% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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