-80.5%
FCUV vs XLRE
+9.1%
-89.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.7% | -12.9% | -14.5% |
| 7D | +62.8% | -1.2% | +64.1% | +59.7% |
| 30D | +66.5% | -2.8% | +69.3% | +61.0% |
| 3M | +459.9% | -0.2% | +460.1% | +435.4% |
| 6M | -12.4% | +1.9% | -14.3% | -14.0% |
| YTD | -47.5% | +10.6% | -58.1% | -54.3% |
| 1Y | -80.5% | +8.8% | -89.3% | -83.1% |
| All | -80.5% | +9.1% | -89.6% | -83.1% |
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