+357.4%
SOXL vs FCUV
-81.1%
+438.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -13.7% | +23.5% | +9.8% |
| 7D | +5.3% | +62.8% | -57.5% | +5.8% |
| 30D | -11.2% | +66.5% | -77.7% | -10.6% |
| 3M | -55.4% | +459.9% | -515.3% | -52.5% |
| 6M | +107.1% | -12.4% | +119.5% | +137.8% |
| YTD | +179.0% | -47.5% | +226.6% | +238.4% |
| 1Y | +357.4% | -80.5% | +437.9% | +552.8% |
| All | +357.4% | -81.1% | +438.5% | +552.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling