+1,719.5%
LSCC vs FCUV
-87.2%
+1,806.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -13.7% | +15.7% | +2.1% |
| 7D | +1.3% | +62.8% | -61.5% | +1.1% |
| 30D | -9.7% | +66.5% | -76.2% | -10.0% |
| 3M | -23.7% | +459.9% | -483.7% | -25.6% |
| 6M | +26.5% | -12.4% | +38.9% | +24.3% |
| YTD | +57.5% | -47.5% | +105.0% | +55.2% |
| 1Y | +75.7% | -80.5% | +156.2% | +73.9% |
| 3Y | +19.5% | -97.6% | +117.1% | +18.3% |
| 5Y | +83.8% | -99.5% | +183.3% | +82.8% |
| 10Y | +1,772.4% | -95.8% | +1,868.1% | +1,707.9% |
| All | +1,719.5% | -87.2% | +1,806.7% | +1,678.7% |
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 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