+2,530.7%
LLY vs FCUV
-94.7%
+2,625.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +136.0% | -134.7% | +1.3% |
| 7D | +6.7% | +148.8% | -142.0% | +6.8% |
| 30D | +19.6% | +95.0% | -75.5% | +19.6% |
| 3M | +19.7% | +27.8% | -8.1% | +19.8% |
| 6M | +42.7% | +121.0% | -78.2% | +43.1% |
| YTD | +35.1% | -78.1% | +113.3% | +35.4% |
| 1Y | +42.2% | -94.3% | +136.4% | +42.5% |
| 3Y | +140.8% | -98.9% | +239.7% | +141.4% |
| 5Y | +480.6% | -99.7% | +580.3% | +481.7% |
| 10Y | +2,061.9% | -98.2% | +2,160.1% | +2,093.8% |
| All | +2,530.7% | -94.7% | +2,625.3% | +2,621.3% |
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