+163.4%
XOP vs FCUV
-99.9%
+263.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | +0.2% |
| 7D | +1.6% | -72.0% | +73.6% | +2.2% |
| 30D | +9.6% | -8.0% | +17.6% | +9.2% |
| 3M | +16.9% | +66.3% | -49.3% | +13.6% |
| 6M | +24.0% | -75.3% | +99.3% | +23.1% |
| YTD | +56.2% | -83.0% | +139.2% | +55.5% |
| 1Y | +51.8% | -94.7% | +146.4% | +53.2% |
| 3Y | +37.0% | -99.3% | +136.2% | +42.7% |
| 5Y | +163.4% | -99.9% | +263.2% | +203.2% |
| All | +163.4% | -99.9% | +263.2% | +203.2% |
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