+223.9%
NXPI vs FCUV
-98.6%
+322.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.3% | +1.2% | +4.5% |
| 7D | +3.9% | -66.5% | +70.3% | +3.7% |
| 30D | +1.4% | +5.0% | -3.6% | +1.5% |
| 3M | -21.5% | +63.8% | -85.3% | -20.8% |
| 6M | +19.4% | -67.8% | +87.2% | +20.9% |
| YTD | +9.9% | -82.4% | +92.4% | +11.5% |
| 1Y | +7.9% | -94.7% | +102.6% | +9.7% |
| 3Y | +22.7% | -99.3% | +121.9% | +24.7% |
| 5Y | +22.1% | -99.9% | +121.9% | +24.2% |
| All | +223.9% | -98.6% | +322.5% | +231.2% |
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