+36.2%
OXY vs FCUV
-94.5%
+130.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.8% | +0.5% |
| 7D | +2.8% | -66.5% | +69.3% | +3.1% |
| 30D | +5.5% | +5.0% | +0.5% | +5.1% |
| 3M | +11.3% | +63.8% | -52.5% | +9.2% |
| 6M | +11.6% | -67.8% | +79.4% | +10.8% |
| YTD | +51.6% | -82.4% | +134.0% | +51.2% |
| 1Y | +36.2% | -94.7% | +131.0% | +38.1% |
| All | +36.2% | -94.5% | +130.7% | +38.1% |
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