-94.4%
FCUV vs EXPD
+56.9%
-151.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.3% | -8.3% | -7.3% |
| 7D | -63.8% | +1.2% | -64.9% | -63.6% |
| 30D | -14.7% | +5.2% | -19.9% | -14.9% |
| 3M | +65.3% | +13.2% | +52.1% | +63.9% |
| 6M | -68.5% | +30.3% | -98.8% | -68.9% |
| YTD | -83.0% | +27.0% | -110.1% | -82.9% |
| 1Y | -94.4% | +57.3% | -151.7% | -94.1% |
| All | -94.4% | +56.9% | -151.3% | -94.1% |
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