-41.6%
ORCL vs FCUV
-95.0%
+53.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +136.0% | -137.4% | -1.5% |
| 7D | +8.0% | +148.8% | -140.8% | +7.9% |
| 30D | -4.0% | +95.0% | -99.0% | -4.1% |
| 3M | -19.5% | +27.8% | -47.3% | -19.5% |
| 6M | -33.5% | +121.0% | -154.4% | -33.9% |
| YTD | -34.8% | -78.1% | +43.3% | -38.9% |
| 1Y | -41.6% | -94.3% | +52.6% | -54.6% |
| All | -41.6% | -95.0% | +53.4% | -54.6% |
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