-60.3%
FCEL vs AGI
+214.4%
-274.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -7.2% |
| 7D | +15.1% | +2.2% | +12.9% | +13.9% |
| 30D | -16.4% | +11.3% | -27.7% | -20.5% |
| 3M | -5.3% | +5.6% | -10.9% | -8.8% |
| 6M | +124.5% | -27.7% | +152.2% | +150.4% |
| YTD | +126.7% | -4.1% | +130.8% | +121.2% |
| 1Y | +219.9% | +13.8% | +206.1% | +187.7% |
| All | -60.3% | +214.4% | -274.6% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling