-99.1%
FCEL vs BEN
+58.8%
-157.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -5.4% |
| 7D | +15.1% | +3.4% | +11.7% | +11.8% |
| 30D | -16.4% | +1.8% | -18.2% | -17.6% |
| 3M | -5.3% | +8.4% | -13.6% | -10.6% |
| 6M | +124.5% | +35.6% | +88.9% | +74.1% |
| YTD | +126.7% | +46.4% | +80.3% | +63.0% |
| 1Y | +219.9% | +46.3% | +173.6% | +130.8% |
| 3Y | -61.6% | +54.6% | -116.3% | -74.4% |
| 5Y | -90.5% | +39.4% | -129.9% | -92.7% |
| All | -99.1% | +58.8% | -157.9% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling