+634.6%
XYZ vs FCUV
-99.3%
+733.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.6% | -8.0% | -3.4% |
| 7D | +12.6% | -15.3% | +27.9% | +12.7% |
| 30D | +10.8% | -29.7% | +40.5% | +11.0% |
| 3M | +8.4% | -54.5% | +62.9% | +8.5% |
| 6M | +14.3% | -26.7% | +41.1% | +12.4% |
| YTD | +31.5% | -91.0% | +122.4% | +30.5% |
| 1Y | +28.1% | -98.0% | +126.1% | +28.3% |
| 3Y | +66.2% | -99.5% | +165.7% | +65.8% |
| 5Y | -62.3% | -99.9% | +37.5% | -62.3% |
| 10Y | +634.6% | -99.3% | +733.9% | +642.9% |
| All | +634.6% | -99.3% | +733.9% | +642.9% |
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