+102.2%
USO vs FCUV
-98.1%
+200.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -7.5% | -0.6% | -8.0% |
| 7D | -12.7% | -8.6% | -4.1% | -12.7% |
| 30D | +1.0% | -25.9% | +26.9% | +1.1% |
| 3M | +25.6% | -69.8% | +95.4% | +25.6% |
| 6M | -1.5% | -31.6% | +30.1% | -1.5% |
| YTD | +110.3% | -90.1% | +200.4% | +113.5% |
| 1Y | +102.2% | -98.0% | +200.1% | +96.3% |
| All | +102.2% | -98.1% | +200.3% | +96.3% |
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