+292.2%
RCL vs FCUV
-99.7%
+391.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +136.0% | -135.6% | -0.4% |
| 7D | -1.2% | +148.8% | -150.0% | -2.0% |
| 30D | +17.8% | +95.0% | -77.2% | +17.0% |
| 3M | +4.9% | +27.8% | -22.9% | +4.1% |
| 6M | +23.7% | +121.0% | -97.3% | +19.3% |
| YTD | +17.8% | -78.1% | +96.0% | +19.9% |
| 1Y | +28.9% | -94.3% | +123.2% | +36.5% |
| 3Y | +241.9% | -98.9% | +340.8% | +280.8% |
| All | +292.2% | -99.7% | +391.9% | +382.4% |
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