-97.0%
FCEL vs AEIS
+145.4%
-242.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.2% | -5.2% | -5.3% |
| 7D | +14.8% | +23.2% | -8.4% | -3.8% |
| 30D | -33.9% | -17.0% | -16.9% | -22.1% |
| 3M | -52.7% | -32.2% | -20.5% | -34.3% |
| 6M | -40.0% | -32.6% | -7.5% | -15.9% |
| YTD | +40.2% | +9.4% | +30.8% | +17.9% |
| 1Y | +32.9% | +7.7% | +25.3% | +13.2% |
| 3Y | -66.8% | +157.9% | -224.8% | -88.8% |
| 5Y | -97.0% | +154.8% | -251.7% | -99.0% |
| All | -97.0% | +145.4% | -242.4% | -99.0% |
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