+858.4%
ASX vs FCEL
-99.2%
+957.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.1% |
| 7D | -0.7% | -15.8% | +15.1% | +0.4% |
| 30D | +2.0% | -29.3% | +31.3% | +4.3% |
| 3M | -1.3% | -30.1% | +28.8% | +0.1% |
| 6M | +71.4% | +74.4% | -3.0% | +61.8% |
| YTD | +135.3% | +104.5% | +30.8% | +118.9% |
| 1Y | +267.5% | +281.4% | -13.9% | +224.6% |
| 3Y | +388.5% | -66.1% | +454.6% | +375.1% |
| 5Y | +417.1% | -91.9% | +509.0% | +429.8% |
| All | +858.4% | -99.2% | +957.7% | +901.5% |
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