+623.4%
ORLY vs FCUV
-95.9%
+719.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.1% | -0.7% |
| 7D | -2.1% | -72.0% | +69.8% | -2.0% |
| 30D | -7.6% | -8.0% | +0.4% | -7.7% |
| 3M | -5.5% | +66.3% | -71.7% | -6.2% |
| 6M | -9.7% | -75.3% | +65.6% | -10.3% |
| YTD | -6.2% | -83.0% | +76.7% | -6.9% |
| 1Y | -18.6% | -94.7% | +76.0% | -19.2% |
| 3Y | +33.8% | -99.3% | +133.1% | +32.9% |
| 5Y | +116.5% | -99.9% | +216.4% | +115.1% |
| 10Y | +361.0% | -98.6% | +459.7% | +358.2% |
| All | +623.4% | -95.9% | +719.3% | +626.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling