+60.1%
BMY vs FCEL
-99.1%
+159.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.6% | +7.3% | +1.9% |
| 7D | +2.1% | -2.8% | +4.9% | +2.1% |
| 30D | +7.0% | -31.6% | +38.6% | +7.6% |
| 3M | -0.9% | -52.4% | +51.5% | +0.1% |
| 6M | +14.9% | -51.4% | +66.3% | +15.1% |
| YTD | +22.8% | +32.4% | -9.6% | +20.0% |
| 1Y | +36.2% | +37.5% | -1.3% | +32.8% |
| 3Y | +45.7% | -69.3% | +115.0% | +43.5% |
| 5Y | +31.3% | -97.1% | +128.4% | +33.9% |
| All | +60.1% | -99.1% | +159.2% | +64.6% |
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