+985.8%
ASX vs FCEL
-99.1%
+1,084.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.5% | -1.6% |
| 7D | +12.4% | -2.8% | +15.2% | +12.7% |
| 30D | -19.8% | -31.6% | +11.8% | -17.2% |
| 3M | -10.3% | -52.4% | +42.1% | -5.4% |
| 6M | +1.2% | -51.4% | +52.6% | +5.1% |
| YTD | +123.0% | +32.4% | +90.6% | +114.3% |
| 1Y | +145.4% | +37.5% | +107.9% | +134.4% |
| 3Y | +368.6% | -69.3% | +437.9% | +363.4% |
| 5Y | +486.0% | -97.1% | +583.2% | +538.3% |
| All | +985.8% | -99.1% | +1,084.9% | +1,055.9% |
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