-90.5%
FCEL vs AEIS
+238.7%
-329.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -5.8% |
| 7D | +15.1% | +6.5% | +8.6% | +9.6% |
| 30D | -16.4% | -9.2% | -7.3% | -9.9% |
| 3M | -5.3% | -8.3% | +3.1% | +0.3% |
| 6M | +124.5% | -6.3% | +130.9% | +123.7% |
| YTD | +126.7% | +36.5% | +90.2% | +57.0% |
| 1Y | +219.9% | +84.8% | +135.1% | +67.7% |
| 3Y | -61.6% | +176.6% | -238.2% | -87.3% |
| 5Y | -90.5% | +237.1% | -327.6% | -97.5% |
| All | -90.5% | +238.7% | -329.3% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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