+14.7%
FXI vs FCUV
-98.6%
+113.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | +0.4% |
| 7D | -3.9% | -66.5% | +62.6% | -3.7% |
| 30D | -2.1% | +5.0% | -7.1% | -2.2% |
| 3M | -0.5% | +63.8% | -64.3% | -1.7% |
| 6M | -4.5% | -67.8% | +63.3% | -5.3% |
| YTD | -9.2% | -82.4% | +73.2% | -9.9% |
| 1Y | -13.8% | -94.7% | +81.0% | -14.1% |
| 3Y | +36.6% | -99.3% | +135.8% | +36.0% |
| 5Y | -6.7% | -99.9% | +93.2% | -6.8% |
| All | +14.7% | -98.6% | +113.2% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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