-90.5%
FCEL vs AEE
+39.2%
-129.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | +15.1% | +1.1% | +14.0% | +14.9% |
| 30D | -16.4% | 0.0% | -16.4% | -16.4% |
| 3M | -5.3% | -0.9% | -4.3% | -6.0% |
| 6M | +124.5% | -2.4% | +126.9% | +123.0% |
| YTD | +126.7% | +8.6% | +118.0% | +117.5% |
| 1Y | +219.9% | +10.2% | +209.7% | +205.2% |
| 3Y | -61.6% | +47.8% | -109.5% | -69.1% |
| 5Y | -90.5% | +40.1% | -130.6% | -91.5% |
| All | -90.5% | +39.2% | -129.7% | -91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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