-87.2%
FCUV vs EXPD
+403.2%
-490.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.9% | -14.6% | -13.9% |
| 7D | +62.8% | -1.1% | +64.0% | +63.2% |
| 30D | +66.5% | +4.1% | +62.4% | +64.7% |
| 3M | +459.9% | +17.9% | +442.0% | +436.5% |
| 6M | -12.4% | +29.2% | -41.6% | -18.2% |
| YTD | -47.5% | +27.4% | -74.9% | -50.9% |
| 1Y | -80.5% | +56.8% | -137.3% | -82.8% |
| 3Y | -97.6% | +68.0% | -165.7% | -98.0% |
| 5Y | -99.5% | +61.9% | -161.4% | -99.6% |
| 10Y | -95.8% | +316.0% | -411.8% | -97.3% |
| All | -87.2% | +403.2% | -490.5% | -91.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling