+39.7%
XOP vs FCUV
-99.2%
+138.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | +0.2% |
| 7D | +1.6% | -72.0% | +73.6% | +2.0% |
| 30D | +9.6% | -8.0% | +17.6% | +9.3% |
| 3M | +16.9% | +66.3% | -49.3% | +14.9% |
| 6M | +24.0% | -75.3% | +99.3% | +22.9% |
| YTD | +56.2% | -83.0% | +139.2% | +54.9% |
| 1Y | +51.8% | -94.7% | +146.4% | +51.3% |
| All | +39.7% | -99.2% | +138.9% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling