+1,947.9%
SOXX vs FCUV
-95.7%
+2,043.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.4% | +1.9% |
| 7D | +1.4% | -66.5% | +67.9% | +1.5% |
| 30D | -3.6% | +5.0% | -8.5% | -3.7% |
| 3M | -10.2% | +63.8% | -73.9% | -11.1% |
| 6M | +54.2% | -67.8% | +122.1% | +53.2% |
| YTD | +75.2% | -82.4% | +157.6% | +74.3% |
| 1Y | +107.5% | -94.7% | +202.2% | +107.1% |
| 3Y | +226.8% | -99.3% | +326.0% | +225.8% |
| 5Y | +251.2% | -99.9% | +351.1% | +250.6% |
| 10Y | +1,567.6% | -98.6% | +1,666.2% | +1,574.0% |
| All | +1,947.9% | -95.7% | +2,043.7% | +1,987.5% |
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