+334.1%
PCAR vs FCUV
-87.2%
+421.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -13.7% | +13.8% | +0.2% |
| 7D | -0.5% | +62.8% | -63.3% | -0.5% |
| 30D | -6.2% | +66.5% | -72.7% | -6.2% |
| 3M | +5.9% | +459.9% | -454.1% | +5.8% |
| 6M | +0.4% | -12.4% | +12.8% | +0.4% |
| YTD | +14.8% | -47.5% | +62.4% | +14.9% |
| 1Y | +30.1% | -80.5% | +110.6% | +30.3% |
| 3Y | +66.7% | -97.6% | +164.3% | +66.9% |
| 5Y | +166.1% | -99.5% | +265.7% | +166.6% |
| 10Y | +353.7% | -95.8% | +449.4% | +356.8% |
| All | +334.1% | -87.2% | +421.4% | +334.7% |
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