-98.0%
FCUV vs SOXQ
+45.5%
-143.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -3.1% | -4.4% | -8.7% |
| 7D | -8.6% | -12.1% | +3.5% | -13.5% |
| 30D | -25.9% | -22.0% | -3.9% | -34.4% |
| 3M | -69.8% | -15.6% | -54.2% | -71.2% |
| 6M | -31.6% | -2.4% | -29.3% | -43.7% |
| YTD | -90.1% | +45.4% | -135.5% | -93.3% |
| 1Y | -98.0% | +47.7% | -145.7% | -98.6% |
| All | -98.0% | +45.5% | -143.4% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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