-90.5%
FCEL vs APTV
-69.9%
-20.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.7% | -4.0% | -4.9% |
| 7D | +15.1% | -1.2% | +16.2% | +15.3% |
| 30D | -16.4% | -10.6% | -5.8% | -10.3% |
| 3M | -5.3% | -35.0% | +29.7% | +24.8% |
| 6M | +124.5% | -38.9% | +163.4% | +202.8% |
| YTD | +126.7% | -41.5% | +168.2% | +211.9% |
| 1Y | +219.9% | -45.8% | +265.7% | +371.6% |
| 3Y | -61.6% | -55.7% | -5.9% | -35.4% |
| 5Y | -90.5% | -70.1% | -20.4% | -77.6% |
| All | -90.5% | -69.9% | -20.6% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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