+1.7%
OXY vs FCUV
-99.2%
+100.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +5.2% |
| 3M | +11.3% | +63.8% | -52.5% | +9.4% |
| 6M | +11.6% | -67.8% | +79.4% | +9.9% |
| YTD | +51.6% | -82.4% | +134.0% | +49.3% |
| 1Y | +36.2% | -94.7% | +131.0% | +34.4% |
| 3Y | +1.7% | -99.3% | +101.0% | -1.5% |
| All | +1.7% | -99.2% | +100.9% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling