-80.5%
FCUV vs WCC
+61.8%
-142.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +3.9% | -17.5% | -14.5% |
| 7D | +62.8% | +4.5% | +58.4% | +61.0% |
| 30D | +66.5% | -5.8% | +72.3% | +69.1% |
| 3M | +459.9% | -3.7% | +463.6% | +454.8% |
| 6M | -12.4% | +23.1% | -35.4% | -29.8% |
| YTD | -47.5% | +44.2% | -91.7% | -64.0% |
| 1Y | -80.5% | +62.1% | -142.6% | -88.0% |
| All | -80.5% | +61.8% | -142.3% | -88.0% |
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