-90.5%
FCEL vs BEN
+40.0%
-130.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -5.2% |
| 7D | +15.1% | +3.4% | +11.7% | +11.4% |
| 30D | -16.4% | +1.8% | -18.2% | -17.8% |
| 3M | -5.3% | +8.4% | -13.6% | -11.3% |
| 6M | +124.5% | +35.6% | +88.9% | +68.8% |
| YTD | +126.7% | +46.4% | +80.3% | +56.2% |
| 1Y | +219.9% | +46.3% | +173.6% | +121.0% |
| 3Y | -61.6% | +54.6% | -116.3% | -75.8% |
| 5Y | -90.5% | +39.4% | -129.9% | -92.8% |
| All | -90.5% | +40.0% | -130.5% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling