+944.2%
APH vs FCEL
-99.0%
+1,043.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.5% | -7.3% | -1.2% |
| 7D | +0.4% | +3.9% | -3.5% | +0.2% |
| 30D | -8.0% | -33.1% | +25.1% | -6.0% |
| 3M | -5.0% | -43.0% | +38.0% | -2.5% |
| 6M | +29.9% | -31.3% | +61.2% | +30.2% |
| YTD | +18.0% | +49.8% | -31.8% | +12.6% |
| 1Y | +11.3% | +48.2% | -36.8% | +6.0% |
| 3Y | +274.9% | -64.6% | +339.5% | +264.8% |
| 5Y | +300.6% | -96.7% | +397.3% | +320.1% |
| 10Y | +944.2% | -99.0% | +1,043.2% | +1,034.4% |
| All | +944.2% | -99.0% | +1,043.2% | +1,034.4% |
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