-33.3%
LULU vs FCUV
-98.2%
+64.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.2% | -0.2% |
| 7D | +1.8% | -14.0% | +15.7% | +1.8% |
| 30D | +19.4% | -31.2% | +50.6% | +19.5% |
| 3M | -9.5% | -71.3% | +61.8% | -9.3% |
| 6M | -14.2% | -36.9% | +22.7% | -14.0% |
| YTD | -46.2% | -91.0% | +44.7% | -44.0% |
| 1Y | -33.3% | -98.2% | +64.9% | -24.0% |
| All | -33.3% | -98.2% | +64.9% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling