+2,584.6%
AXTI vs FCUV
-95.9%
+2,680.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.5% | -6.6% | -6.1% |
| 7D | +15.1% | -72.0% | +87.1% | +16.3% |
| 30D | -12.3% | -8.0% | -4.3% | -13.1% |
| 3M | -24.1% | +66.3% | -90.4% | -28.8% |
| 6M | +46.0% | -75.3% | +121.3% | +37.9% |
| YTD | +295.7% | -83.0% | +378.7% | +274.1% |
| 1Y | +1,825.6% | -94.7% | +1,920.2% | +1,732.0% |
| 3Y | +2,630.0% | -99.3% | +2,729.2% | +2,495.6% |
| 5Y | +601.0% | -99.9% | +700.8% | +568.6% |
| 10Y | +1,459.0% | -98.6% | +1,557.7% | +1,367.6% |
| All | +2,584.6% | -95.9% | +2,680.5% | +2,398.1% |
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 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