+75.9%
UBER vs FCUV
-99.6%
+175.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -65.2% | +61.8% | -2.9% |
| 7D | -2.8% | -47.9% | +45.1% | -2.6% |
| 30D | -2.5% | +13.7% | -16.2% | -3.0% |
| 3M | +4.4% | +97.0% | -92.6% | -0.1% |
| 6M | -2.7% | -66.1% | +63.5% | -4.7% |
| YTD | -10.5% | -81.8% | +71.3% | -11.4% |
| 1Y | -22.5% | -93.3% | +70.8% | -22.2% |
| 3Y | +54.8% | -99.2% | +154.0% | +55.9% |
| 5Y | +82.5% | -99.9% | +182.4% | +88.4% |
| All | +75.9% | -99.6% | +175.5% | +82.0% |
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 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