+365.4%
STX vs FCUV
-81.1%
+446.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -13.7% | +20.0% | +6.3% |
| 7D | +2.4% | +62.8% | -60.5% | +2.3% |
| 30D | +1.4% | +66.5% | -65.1% | +1.3% |
| 3M | -8.2% | +459.9% | -468.2% | -8.0% |
| 6M | +127.0% | -12.4% | +139.4% | +142.7% |
| YTD | +209.1% | -47.5% | +256.7% | +237.6% |
| 1Y | +365.4% | -80.5% | +445.9% | +454.6% |
| All | +365.4% | -81.1% | +446.5% | +454.6% |
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