-98.0%
FCUV vs COPX
+31.7%
-129.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.0% | -11.5% | -5.9% |
| 7D | -8.6% | -3.0% | -5.6% | -9.5% |
| 30D | -25.9% | -13.6% | -12.3% | -30.2% |
| 3M | -69.8% | -11.2% | -58.6% | -70.2% |
| 6M | -31.6% | -2.4% | -29.2% | -35.8% |
| YTD | -90.1% | +4.2% | -94.3% | -91.2% |
| 1Y | -98.0% | +32.2% | -130.2% | -98.5% |
| All | -98.0% | +31.7% | -129.7% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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