-98.0%
FCUV vs XLRE
+14.1%
-112.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.3% | -10.8% | -2.6% |
| 7D | -8.6% | +7.1% | -15.7% | +1.3% |
| 30D | -25.9% | +10.9% | -36.9% | -13.3% |
| 3M | -69.8% | +0.7% | -70.5% | -69.6% |
| 6M | -31.6% | +4.1% | -35.7% | -31.1% |
| YTD | -90.1% | +14.5% | -104.6% | -91.1% |
| 1Y | -98.0% | +14.1% | -112.1% | -98.1% |
| All | -98.0% | +14.1% | -112.1% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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