+569.8%
DELL vs FCEL
-97.2%
+667.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.6% | -1.6% | -6.5% |
| 7D | +4.9% | -2.8% | +7.7% | +5.3% |
| 30D | -32.1% | -31.6% | -0.4% | -29.1% |
| 3M | -30.2% | -52.4% | +22.2% | -25.0% |
| 6M | +41.7% | -51.4% | +93.1% | +47.6% |
| YTD | +176.6% | +32.4% | +144.2% | +153.6% |
| 1Y | +159.9% | +37.5% | +122.4% | +135.5% |
| 3Y | +388.0% | -69.3% | +457.2% | +372.6% |
| All | +569.8% | -97.2% | +667.0% | +728.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling