-94.7%
FCUV vs AEE
+8.8%
-103.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -66.5% | -0.8% | -65.7% | -66.8% |
| 30D | +5.0% | -2.9% | +7.9% | +6.3% |
| 3M | +63.8% | -2.4% | +66.2% | +71.6% |
| 6M | -67.8% | -2.7% | -65.1% | -66.0% |
| YTD | -82.4% | +7.3% | -89.7% | -81.3% |
| 1Y | -94.7% | +7.5% | -102.3% | -94.5% |
| All | -94.7% | +8.8% | -103.5% | -94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling