+227.7%
XLE vs FCUV
-99.9%
+327.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.0% | +7.9% | +0.9% |
| 7D | +0.3% | -63.8% | +64.1% | +0.5% |
| 30D | +8.5% | -14.7% | +23.2% | +8.3% |
| 3M | +14.6% | +65.3% | -50.7% | +12.6% |
| 6M | +17.6% | -68.5% | +86.1% | +16.5% |
| YTD | +48.1% | -83.0% | +131.1% | +47.4% |
| 1Y | +53.8% | -94.4% | +148.2% | +54.1% |
| 3Y | +56.2% | -99.3% | +155.5% | +59.5% |
| 5Y | +227.7% | -99.9% | +327.6% | +255.0% |
| All | +227.7% | -99.9% | +327.6% | +255.0% |
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