+1,008.4%
ASX vs FCEL
-99.1%
+1,107.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.4% | +2.3% | -3.5% |
| 7D | +22.1% | +14.8% | +7.3% | +20.8% |
| 30D | -23.8% | -33.9% | +10.1% | -21.1% |
| 3M | -7.6% | -52.7% | +45.1% | -2.6% |
| 6M | +6.9% | -40.0% | +47.0% | +9.4% |
| YTD | +127.7% | +40.2% | +87.5% | +117.8% |
| 1Y | +144.5% | +32.9% | +111.6% | +133.8% |
| 3Y | +377.8% | -66.8% | +444.6% | +369.8% |
| 5Y | +498.2% | -97.0% | +595.2% | +548.6% |
| All | +1,008.4% | -99.1% | +1,107.5% | +1,074.6% |
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