+364.8%
ALL vs FCEL
-99.1%
+464.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +0.1% |
| 7D | -2.2% | +15.1% | -17.3% | -2.5% |
| 30D | -5.6% | -16.4% | +10.9% | -5.4% |
| 3M | +17.2% | -5.3% | +22.5% | +16.6% |
| 6M | +23.2% | +124.5% | -101.3% | +19.6% |
| YTD | +23.6% | +126.7% | -103.1% | +19.7% |
| 1Y | +29.2% | +219.9% | -190.7% | +23.5% |
| 3Y | +153.8% | -61.6% | +215.5% | +149.9% |
| 5Y | +116.1% | -90.5% | +206.6% | +117.2% |
| 10Y | +364.8% | -99.1% | +463.9% | +368.8% |
| All | +364.8% | -99.1% | +464.0% | +368.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 10y: compounded portfolio wealth divided by compounded FCEL 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…
10y analysis · Full analysis span regression · 6 months rolling