+1.4%
SLB vs FCUV
-99.2%
+100.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.9% | -0.1% |
| 7D | -1.9% | -63.8% | +61.9% | -1.6% |
| 30D | +7.8% | -14.7% | +22.5% | +7.6% |
| 3M | +2.7% | +65.3% | -62.6% | +0.3% |
| 6M | +22.2% | -68.5% | +90.7% | +20.8% |
| YTD | +51.1% | -83.0% | +134.1% | +50.3% |
| 1Y | +63.3% | -94.4% | +157.8% | +64.0% |
| All | +1.4% | -99.2% | +100.7% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling