-99.3%
FCUV vs WCC
+129.2%
-228.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.3% | -5.7% | -6.6% |
| 7D | -63.8% | +6.8% | -70.6% | -65.0% |
| 30D | -14.7% | -3.0% | -11.7% | -15.6% |
| 3M | +65.3% | +0.2% | +65.1% | +59.7% |
| 6M | -68.5% | +33.2% | -101.7% | -73.8% |
| YTD | -83.0% | +45.8% | -128.9% | -86.4% |
| 1Y | -94.4% | +68.4% | -162.8% | -95.7% |
| All | -99.3% | +129.2% | -228.5% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling