+1,122.7%
STLD vs FCUV
-98.6%
+1,221.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | +0.2% |
| 7D | -2.8% | -63.8% | +60.9% | -2.7% |
| 30D | -10.4% | -14.7% | +4.3% | -10.4% |
| 3M | -10.6% | +65.3% | -75.9% | -11.3% |
| 6M | +32.7% | -68.5% | +101.2% | +32.0% |
| YTD | +42.8% | -83.0% | +125.8% | +42.3% |
| 1Y | +86.9% | -94.4% | +181.4% | +86.6% |
| 3Y | +143.8% | -99.3% | +243.1% | +143.4% |
| 5Y | +293.5% | -99.9% | +393.4% | +293.4% |
| 10Y | +1,122.7% | -98.6% | +1,221.3% | +1,060.8% |
| All | +1,122.7% | -98.6% | +1,221.3% | +1,060.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling