+35.5%
ORCL vs FCUV
-99.9%
+135.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.2% |
| 7D | +0.5% | -15.4% | +15.9% | +0.6% |
| 30D | -15.3% | -32.9% | +17.6% | -15.1% |
| 3M | -18.2% | -46.2% | +27.9% | -18.2% |
| 6M | -38.4% | -30.0% | -8.4% | -39.9% |
| YTD | -37.7% | -91.4% | +53.6% | -37.3% |
| 1Y | -49.3% | -98.1% | +48.8% | -47.4% |
| 3Y | +10.6% | -99.6% | +110.2% | +16.4% |
| 5Y | +35.5% | -99.9% | +135.4% | +50.0% |
| All | +35.5% | -99.9% | +135.4% | +50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling