-20.0%
LMT vs FCUV
-68.1%
+48.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.0% | +4.8% | -2.2% |
| 7D | -1.3% | -63.8% | +62.4% | -1.2% |
| 30D | -12.5% | -14.7% | +2.2% | -12.7% |
| 3M | -0.5% | +65.3% | -65.8% | -2.6% |
| 6M | -20.0% | -68.5% | +48.5% | -20.7% |
| All | -20.0% | -68.1% | +48.0% | -20.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling