+1,092.8%
STX vs FCUV
-99.9%
+1,192.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.7% |
| 7D | +8.0% | -72.0% | +79.9% | +8.7% |
| 30D | +5.1% | -8.0% | +13.1% | +4.4% |
| 3M | +5.8% | +66.3% | -60.5% | +1.0% |
| 6M | +124.9% | -75.3% | +200.2% | +126.9% |
| YTD | +213.9% | -83.0% | +296.9% | +219.1% |
| 1Y | +350.4% | -94.7% | +445.1% | +375.0% |
| 3Y | +1,314.2% | -99.3% | +1,413.5% | +1,461.2% |
| 5Y | +1,092.8% | -99.9% | +1,192.7% | +1,333.8% |
| All | +1,092.8% | -99.9% | +1,192.7% | +1,333.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling