-95.9%
FCUV vs AEE
+263.2%
-359.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.6% | -7.0% |
| 7D | -63.8% | +1.1% | -64.8% | -63.9% |
| 30D | -14.7% | 0.0% | -14.7% | -14.9% |
| 3M | +65.3% | -0.9% | +66.2% | +65.6% |
| 6M | -68.5% | -2.4% | -66.1% | -68.4% |
| YTD | -83.0% | +8.6% | -91.7% | -83.1% |
| 1Y | -94.4% | +10.2% | -104.6% | -94.4% |
| 3Y | -99.3% | +47.8% | -147.1% | -99.3% |
| 5Y | -99.9% | +40.1% | -140.0% | -99.9% |
| 10Y | -98.6% | +195.0% | -293.6% | -98.1% |
| All | -95.9% | +263.2% | -359.1% | -91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling