-16.3%
ORLY vs FCUV
-81.1%
+64.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -13.7% | +14.2% | +0.6% |
| 7D | -0.7% | +62.8% | -63.5% | -1.0% |
| 30D | -5.9% | +66.5% | -72.4% | -6.3% |
| 3M | -0.6% | +459.9% | -460.5% | -3.3% |
| 6M | -6.8% | -12.4% | +5.6% | -9.6% |
| YTD | -3.6% | -47.5% | +43.9% | -6.7% |
| 1Y | -16.3% | -80.5% | +64.2% | -19.5% |
| All | -16.3% | -81.1% | +64.8% | -19.5% |
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