+6,751.1%
SOXL vs FCUV
-95.9%
+6,846.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.5% | -8.5% | -8.0% |
| 7D | +8.5% | -72.0% | +80.4% | +8.9% |
| 30D | -13.0% | -8.0% | -5.0% | -13.3% |
| 3M | -35.9% | +66.3% | -102.2% | -38.1% |
| 6M | +112.1% | -75.3% | +187.3% | +107.8% |
| YTD | +175.4% | -83.0% | +258.4% | +170.6% |
| 1Y | +304.9% | -94.7% | +399.5% | +301.7% |
| 3Y | +448.6% | -99.3% | +547.8% | +444.3% |
| 5Y | +156.1% | -99.9% | +256.0% | +155.2% |
| 10Y | +4,957.3% | -98.6% | +5,055.9% | +5,030.2% |
| All | +6,751.1% | -95.9% | +6,846.9% | +7,184.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling