+2,502.5%
LITE vs FCUV
-98.5%
+2,601.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -65.2% | +76.3% | +11.3% |
| 7D | +12.6% | -47.9% | +60.5% | +12.6% |
| 30D | +9.9% | +13.7% | -3.7% | +9.5% |
| 3M | +9.3% | +97.0% | -87.7% | +6.6% |
| 6M | +75.2% | -66.1% | +141.3% | +71.9% |
| YTD | +165.5% | -81.8% | +247.2% | +161.2% |
| 1Y | +555.0% | -93.3% | +648.3% | +547.0% |
| 3Y | +1,870.5% | -99.2% | +1,969.7% | +1,845.9% |
| 5Y | +1,009.8% | -99.9% | +1,109.7% | +998.8% |
| 10Y | +2,502.5% | -98.5% | +2,601.0% | +2,308.8% |
| All | +2,502.5% | -98.5% | +2,601.0% | +2,308.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling