+91.4%
USO vs FCUV
-81.1%
+172.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -13.7% | +13.6% | -0.1% |
| 7D | +9.5% | +62.8% | -53.4% | +9.3% |
| 30D | +23.6% | +66.5% | -42.9% | +23.3% |
| 3M | +3.8% | +459.9% | -456.1% | +2.8% |
| 6M | +55.0% | -12.4% | +67.4% | +56.2% |
| YTD | +105.3% | -47.5% | +152.8% | +106.6% |
| 1Y | +91.4% | -80.5% | +171.9% | +95.1% |
| All | +91.4% | -81.1% | +172.5% | +95.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling