-99.7%
FCUV vs SOXQ
+286.7%
-386.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.5% | +2.6% |
| 7D | -66.5% | +0.8% | -67.2% | -66.9% |
| 30D | +5.0% | -4.6% | +9.5% | +5.3% |
| 3M | +63.8% | -10.2% | +74.0% | +58.3% |
| 6M | -67.8% | +49.7% | -117.5% | -78.6% |
| YTD | -82.4% | +67.2% | -149.7% | -89.1% |
| 1Y | -94.7% | +98.0% | -192.7% | -97.1% |
| 3Y | -99.3% | +237.2% | -336.4% | -99.7% |
| 5Y | -99.9% | +261.3% | -361.1% | -99.9% |
| All | -99.7% | +286.7% | -386.3% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling