-80.5%
FCUV vs COPX
+84.7%
-165.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.6% | -13.0% | -13.8% |
| 7D | +62.8% | -4.0% | +66.8% | +60.9% |
| 30D | +66.5% | +4.5% | +62.0% | +69.1% |
| 3M | +459.9% | +0.8% | +459.1% | +497.6% |
| 6M | -12.4% | +3.2% | -15.6% | -7.2% |
| YTD | -47.5% | +26.7% | -74.2% | -48.8% |
| 1Y | -80.5% | +85.7% | -166.2% | -72.9% |
| All | -80.5% | +84.7% | -165.2% | -72.9% |
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