-80.5%
FCUV vs EXPD
+57.8%
-138.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.9% | -14.6% | -13.8% |
| 7D | +62.8% | -1.1% | +64.0% | +63.1% |
| 30D | +66.5% | +4.1% | +62.4% | +65.5% |
| 3M | +459.9% | +17.9% | +442.0% | +451.0% |
| 6M | -12.4% | +29.2% | -41.6% | -13.5% |
| YTD | -47.5% | +27.4% | -74.9% | -47.1% |
| 1Y | -80.5% | +56.8% | -137.3% | -79.0% |
| All | -80.5% | +57.8% | -138.4% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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