-80.5%
FCUV vs XME
+46.4%
-126.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.2% | -13.9% | -13.6% |
| 7D | +62.8% | -0.1% | +62.9% | +62.5% |
| 30D | +66.5% | +6.0% | +60.5% | +69.5% |
| 3M | +459.9% | -7.7% | +467.7% | +553.5% |
| 6M | -12.4% | +1.0% | -13.3% | -6.8% |
| YTD | -47.5% | +14.6% | -62.2% | -47.2% |
| 1Y | -80.5% | +46.0% | -126.5% | -77.4% |
| All | -80.5% | +46.4% | -126.9% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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