+56.2%
RIG vs FCUV
-99.8%
+156.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.3% | -5.0% | -1.8% |
| 7D | -3.1% | -66.5% | +63.4% | -2.2% |
| 30D | -0.5% | +5.0% | -5.5% | -1.2% |
| 3M | -6.0% | +63.8% | -69.8% | -10.8% |
| 6M | -10.1% | -67.8% | +57.7% | -12.9% |
| YTD | +37.3% | -82.4% | +119.7% | +34.2% |
| 1Y | +73.9% | -94.7% | +168.7% | +73.4% |
| 3Y | -30.2% | -99.3% | +69.1% | -27.5% |
| All | +56.2% | -99.8% | +156.0% | +76.0% |
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