+119.2%
ORLY vs FCUV
-99.8%
+219.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | +0.3% |
| 7D | -2.4% | -66.5% | +64.1% | -2.0% |
| 30D | -6.8% | +5.0% | -11.7% | -7.1% |
| 3M | -4.8% | +63.8% | -68.5% | -7.3% |
| 6M | -9.1% | -67.8% | +58.8% | -10.8% |
| YTD | -5.9% | -82.4% | +76.5% | -7.4% |
| 1Y | -20.4% | -94.7% | +74.3% | -21.1% |
| 3Y | +36.6% | -99.3% | +135.8% | +38.0% |
| All | +119.2% | -99.8% | +219.0% | +124.9% |
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