-98.6%
FCUV vs AEE
+191.1%
-289.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -66.5% | -0.8% | -65.7% | -66.6% |
| 30D | +5.0% | -2.9% | +7.9% | +5.3% |
| 3M | +63.8% | -2.4% | +66.2% | +64.8% |
| 6M | -67.8% | -2.7% | -65.1% | -67.8% |
| YTD | -82.4% | +7.3% | -89.7% | -82.8% |
| 1Y | -94.7% | +7.5% | -102.3% | -94.9% |
| 3Y | -99.3% | +46.2% | -145.5% | -99.3% |
| 5Y | -99.9% | +39.7% | -139.6% | -99.9% |
| All | -98.6% | +191.1% | -289.7% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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