+281.4%
FCEL vs AZO
-28.9%
+310.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +2.0% |
| 7D | -15.8% | +0.7% | -16.5% | -15.7% |
| 30D | -29.3% | -2.7% | -26.6% | -29.7% |
| 3M | -30.1% | -3.2% | -26.9% | -29.8% |
| 6M | +74.4% | -19.7% | +94.2% | +74.8% |
| YTD | +104.5% | -12.0% | +116.6% | +112.7% |
| 1Y | +281.4% | -29.5% | +310.9% | +306.0% |
| All | +281.4% | -28.9% | +310.3% | +306.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling