+887.2%
ASX vs FCEL
-99.1%
+986.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.0% | +8.3% | +3.7% |
| 7D | -9.1% | -8.3% | -0.8% | -8.4% |
| 30D | -23.6% | -43.0% | +19.4% | -20.1% |
| 3M | -5.6% | -48.2% | +42.5% | -1.2% |
| 6M | +4.7% | -25.0% | +29.7% | +5.5% |
| YTD | +122.6% | +40.6% | +82.0% | +112.9% |
| 1Y | +133.0% | +36.0% | +97.0% | +122.4% |
| 3Y | +367.1% | -66.7% | +433.9% | +359.1% |
| 5Y | +504.7% | -96.7% | +601.4% | +552.6% |
| 10Y | +887.2% | -99.0% | +986.3% | +907.2% |
| All | +887.2% | -99.1% | +986.4% | +907.2% |
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