+424.9%
AXP vs FCEL
-99.0%
+523.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.5% | -6.6% | -0.4% |
| 7D | -2.9% | +3.9% | -6.7% | -3.1% |
| 30D | +3.7% | -33.1% | +36.8% | +5.3% |
| 3M | -4.9% | -43.0% | +38.1% | -3.2% |
| 6M | +4.1% | -31.3% | +35.4% | +3.1% |
| YTD | -11.7% | +49.8% | -61.5% | -16.7% |
| 1Y | -11.7% | +48.2% | -59.9% | -16.9% |
| 3Y | +116.5% | -64.6% | +181.1% | +108.2% |
| 5Y | +89.5% | -96.7% | +186.2% | +97.3% |
| 10Y | +424.9% | -99.0% | +523.9% | +442.9% |
| All | +424.9% | -99.0% | +523.9% | +442.9% |
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