+7,788.2%
SHOP vs FCUV
-98.7%
+7,887.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -65.2% | +57.7% | -7.0% |
| 7D | -4.1% | -47.9% | +43.8% | -3.9% |
| 30D | -11.5% | +13.7% | -25.2% | -12.0% |
| 3M | +21.1% | +97.0% | -75.9% | +15.8% |
| 6M | +3.0% | -66.1% | +69.1% | +0.1% |
| YTD | -16.7% | -81.8% | +65.1% | -18.5% |
| 1Y | -8.3% | -93.3% | +85.0% | -9.4% |
| 3Y | +112.8% | -99.2% | +212.0% | +110.3% |
| 5Y | -9.3% | -99.9% | +90.6% | -9.3% |
| 10Y | +3,003.4% | -98.5% | +3,102.0% | +2,970.2% |
| All | +7,788.2% | -98.7% | +7,887.0% | +7,346.5% |
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 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