-68.5%
FCUV vs XME
+10.9%
-79.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -7.8% |
| 7D | -63.8% | -0.2% | -63.5% | -62.8% |
| 30D | -14.7% | +1.4% | -16.1% | -11.6% |
| 3M | +65.3% | +2.7% | +62.6% | +108.5% |
| 6M | -68.5% | +6.5% | -75.0% | -63.1% |
| All | -68.5% | +10.9% | -79.4% | -63.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling