+1,630.5%
LITE vs FCUV
-99.2%
+1,729.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.1% | +6.6% | +10.7% |
| 7D | +3.4% | -4.7% | +8.1% | +3.4% |
| 30D | -34.9% | -23.2% | -11.7% | -34.8% |
| 3M | -21.0% | -49.2% | +28.1% | -21.1% |
| 6M | -38.5% | -9.2% | -29.2% | -39.8% |
| YTD | +75.8% | -90.6% | +166.4% | +73.4% |
| 1Y | +156.7% | -97.9% | +254.6% | +155.1% |
| 3Y | +1,498.6% | -99.5% | +1,598.1% | +1,481.5% |
| 5Y | +610.9% | -99.9% | +710.8% | +604.9% |
| All | +1,630.5% | -99.2% | +1,729.7% | +1,507.4% |
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