+44.9%
AMZN vs FCEL
-90.4%
+135.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.7% | +4.9% | -1.2% |
| 7D | -1.0% | +15.1% | -16.1% | -2.4% |
| 30D | -9.2% | -16.4% | +7.2% | -8.3% |
| 3M | +3.4% | -5.3% | +8.6% | +0.5% |
| 6M | +18.2% | +124.5% | -106.3% | +1.8% |
| YTD | +9.3% | +126.7% | -117.3% | -7.0% |
| 1Y | +5.9% | +219.9% | -213.9% | -15.5% |
| 3Y | +82.6% | -61.6% | +144.2% | +74.1% |
| 5Y | +44.9% | -90.5% | +135.4% | +63.7% |
| All | +44.9% | -90.4% | +135.3% | +63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling