-95.6%
FCUV vs WCC
+336.1%
-431.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | +2.5% | -67.7% | -65.5% |
| 7D | -47.9% | +8.5% | -56.4% | -48.5% |
| 30D | +13.7% | -1.0% | +14.6% | +13.1% |
| 3M | +97.0% | +2.1% | +94.9% | +94.8% |
| 6M | -66.1% | +36.8% | -102.9% | -67.7% |
| YTD | -81.8% | +47.7% | -129.5% | -82.7% |
| 1Y | -93.3% | +66.5% | -159.8% | -93.7% |
| 3Y | -99.2% | +134.2% | -233.4% | -99.3% |
| 5Y | -99.9% | +231.6% | -331.5% | -99.9% |
| 10Y | -98.5% | +508.1% | -606.6% | -98.7% |
| All | -95.6% | +336.1% | -431.7% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling