+842.6%
ASX vs FCEL
-98.9%
+941.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.6% | 0.0% | +8.0% |
| 7D | -12.3% | +3.0% | -15.3% | -12.3% |
| 30D | -26.0% | -40.0% | +14.0% | -23.0% |
| 3M | -8.1% | -47.0% | +38.9% | -4.0% |
| 6M | +1.4% | -21.0% | +22.4% | +1.8% |
| YTD | +115.6% | +48.0% | +67.5% | +105.4% |
| 1Y | +128.0% | +43.9% | +84.1% | +116.8% |
| 3Y | +371.4% | -67.5% | +438.9% | +363.5% |
| 5Y | +469.4% | -96.7% | +566.1% | +513.6% |
| 10Y | +842.6% | -99.0% | +941.7% | +858.4% |
| All | +842.6% | -98.9% | +941.6% | +858.4% |
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