+186.4%
XBI vs FCUV
-95.9%
+282.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.6% |
| 7D | -4.6% | -72.0% | +67.4% | -4.5% |
| 30D | -0.8% | -8.0% | +7.2% | -0.9% |
| 3M | +21.8% | +66.3% | -44.4% | +21.0% |
| 6M | +23.2% | -75.3% | +98.5% | +22.9% |
| YTD | +28.7% | -83.0% | +111.7% | +28.5% |
| 1Y | +67.8% | -94.7% | +162.4% | +68.0% |
| 3Y | +100.6% | -99.3% | +199.9% | +100.8% |
| 5Y | +19.8% | -99.9% | +119.7% | +20.2% |
| 10Y | +159.7% | -98.6% | +258.4% | +157.9% |
| All | +186.4% | -95.9% | +282.2% | +189.0% |
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