+28.6%
XLB vs FCUV
-99.7%
+128.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +136.0% | -136.2% | -0.3% |
| 7D | +0.5% | +148.8% | -148.2% | +0.4% |
| 30D | +5.2% | +95.0% | -89.9% | +5.1% |
| 3M | +0.3% | +27.8% | -27.5% | +0.2% |
| 6M | +1.2% | +121.0% | -119.8% | +0.9% |
| YTD | +16.6% | -78.1% | +94.8% | +19.5% |
| 1Y | +21.4% | -94.3% | +115.7% | +27.1% |
| 3Y | +43.2% | -98.9% | +142.1% | +53.2% |
| All | +28.6% | -99.7% | +128.3% | +45.2% |
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