+1,149.7%
GOOGL vs FCUV
-95.6%
+1,245.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -65.2% | +65.2% | +0.4% |
| 7D | +1.1% | -47.9% | +49.0% | +1.2% |
| 30D | -4.4% | +13.7% | -18.1% | -4.8% |
| 3M | -6.8% | +97.0% | -103.8% | -9.4% |
| 6M | +13.6% | -66.1% | +79.7% | +10.9% |
| YTD | +8.3% | -81.8% | +90.1% | +6.0% |
| 1Y | +44.9% | -93.3% | +138.2% | +42.3% |
| 3Y | +150.5% | -99.2% | +249.7% | +145.7% |
| 5Y | +137.7% | -99.9% | +237.6% | +133.7% |
| 10Y | +750.9% | -98.5% | +849.5% | +723.3% |
| All | +1,149.7% | -95.6% | +1,245.3% | +1,079.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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