+146.0%
FCEL vs AZO
-32.5%
+178.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +6.3% | -3.6% | +9.9% | +5.2% |
| 30D | -26.7% | -5.6% | -21.1% | -27.9% |
| 3M | -10.2% | -6.6% | -3.5% | -10.8% |
| 6M | +123.5% | -22.5% | +146.0% | +116.7% |
| YTD | +117.4% | -15.2% | +132.6% | +124.5% |
| 1Y | +146.0% | -33.9% | +179.9% | +113.3% |
| All | +146.0% | -32.5% | +178.5% | +113.3% |
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