-94.7%
FCUV vs COPX
+73.7%
-168.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.2% |
| 7D | -66.5% | -2.3% | -64.1% | -65.7% |
| 30D | +5.0% | +0.3% | +4.7% | +8.0% |
| 3M | +63.8% | +6.8% | +57.0% | +74.0% |
| 6M | -67.8% | +7.9% | -75.8% | -66.7% |
| YTD | -82.4% | +23.7% | -106.1% | -82.5% |
| 1Y | -94.7% | +71.5% | -166.3% | -92.8% |
| All | -94.7% | +73.7% | -168.5% | -92.8% |
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