+1,409.8%
BA vs FCEL
-99.8%
+1,509.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.0% |
| 7D | 0.0% | -8.3% | +8.3% | +0.5% |
| 30D | -8.9% | -43.0% | +34.1% | -5.4% |
| 3M | -25.5% | -48.2% | +22.6% | -22.7% |
| 6M | -27.0% | -25.0% | -2.0% | -28.7% |
| YTD | -20.1% | +40.6% | -60.8% | -27.1% |
| 1Y | -11.0% | +36.0% | -47.0% | -18.9% |
| 3Y | -11.8% | -66.7% | +54.9% | -16.9% |
| 5Y | -20.6% | -96.7% | +76.0% | -13.6% |
| 10Y | +26.6% | -99.0% | +125.7% | +18.6% |
| All | +1,409.8% | -99.8% | +1,509.6% | +1,195.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling