+19.9%
XBI vs FCUV
-99.8%
+119.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -0.4% |
| 7D | -4.6% | -66.5% | +61.8% | -4.5% |
| 30D | -2.0% | +5.0% | -7.0% | -2.1% |
| 3M | +17.8% | +63.8% | -46.0% | +17.0% |
| 6M | +23.7% | -67.8% | +91.5% | +26.0% |
| YTD | +28.2% | -82.4% | +110.6% | +32.2% |
| 1Y | +64.0% | -94.7% | +158.7% | +73.0% |
| 3Y | +99.4% | -99.3% | +198.7% | +119.9% |
| All | +19.9% | -99.8% | +119.8% | +41.0% |
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 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