+227.1%
RCL vs FCUV
-99.9%
+327.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.0% | +5.2% | -1.7% |
| 7D | -2.2% | -63.8% | +61.6% | -1.9% |
| 30D | -15.7% | -14.7% | -1.0% | -15.9% |
| 3M | -8.0% | +65.3% | -73.3% | -10.6% |
| 6M | -10.1% | -68.5% | +58.4% | -9.8% |
| YTD | -5.9% | -83.0% | +77.2% | -3.9% |
| 1Y | -23.5% | -94.4% | +70.9% | -19.8% |
| 3Y | +174.4% | -99.3% | +273.7% | +206.5% |
| 5Y | +227.1% | -99.9% | +327.0% | +321.2% |
| All | +227.1% | -99.9% | +327.0% | +321.2% |
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