+1,533.3%
LITE vs FCUV
-99.3%
+1,632.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.6% | +12.3% | +10.7% |
| 7D | -12.9% | -15.4% | +2.5% | -12.8% |
| 30D | -46.0% | -32.9% | -13.1% | -45.9% |
| 3M | -33.0% | -46.2% | +13.1% | -33.1% |
| 6M | -34.0% | -30.0% | -4.0% | -35.4% |
| YTD | +61.7% | -91.4% | +153.1% | +59.5% |
| 1Y | +148.3% | -98.1% | +246.4% | +146.8% |
| 3Y | +1,408.5% | -99.6% | +1,508.1% | +1,393.2% |
| 5Y | +546.2% | -99.9% | +646.0% | +540.8% |
| 10Y | +1,533.3% | -99.3% | +1,632.6% | +1,418.2% |
| All | +1,533.3% | -99.3% | +1,632.6% | +1,418.2% |
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