-3.1%
KHC vs FCUV
-81.1%
+78.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -13.7% | +11.4% | -2.3% |
| 7D | -3.3% | +62.8% | -66.1% | -3.2% |
| 30D | -3.4% | +66.5% | -69.9% | -3.2% |
| 3M | +12.6% | +459.9% | -447.4% | +14.2% |
| 6M | +7.0% | -12.4% | +19.4% | +9.0% |
| YTD | +6.1% | -47.5% | +53.6% | +7.2% |
| 1Y | -3.1% | -80.5% | +77.4% | -5.0% |
| All | -3.1% | -81.1% | +78.0% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling