-98.6%
FCUV vs XPO
+1,516.3%
-1,614.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | -66.5% | -5.7% | -60.8% | -65.9% |
| 30D | +5.0% | -12.8% | +17.8% | +7.7% |
| 3M | +63.8% | -20.0% | +83.8% | +70.1% |
| 6M | -67.8% | -6.0% | -61.8% | -67.6% |
| YTD | -82.4% | +34.0% | -116.5% | -83.3% |
| 1Y | -94.7% | +35.6% | -130.3% | -95.0% |
| 3Y | -99.3% | +152.3% | -251.5% | -99.4% |
| 5Y | -99.9% | +264.4% | -364.2% | -99.9% |
| All | -98.6% | +1,516.3% | -1,614.9% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling