-99.7%
FCUV vs SOXQ
+279.9%
-379.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.5% |
| 7D | -72.0% | +2.3% | -74.3% | -72.6% |
| 30D | -8.0% | -3.9% | -4.1% | -8.2% |
| 3M | +66.3% | -4.7% | +71.0% | +54.6% |
| 6M | -75.3% | +47.9% | -123.2% | -83.5% |
| YTD | -83.0% | +64.3% | -147.3% | -89.4% |
| 1Y | -94.7% | +95.7% | -190.4% | -97.0% |
| 3Y | -99.3% | +231.5% | -330.8% | -99.7% |
| 5Y | -99.9% | +255.0% | -354.8% | -99.9% |
| All | -99.7% | +279.9% | -379.6% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling