-99.8%
FCEL vs BEN
+2,862.5%
-2,962.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | -0.3% |
| 7D | -15.8% | +0.2% | -16.1% | -15.9% |
| 30D | -29.3% | -0.5% | -28.7% | -29.0% |
| 3M | -30.1% | +9.7% | -39.9% | -33.3% |
| 6M | +74.4% | +33.9% | +40.5% | +45.8% |
| YTD | +104.5% | +49.0% | +55.5% | +58.7% |
| 1Y | +281.4% | +42.1% | +239.3% | +205.2% |
| 3Y | -66.1% | +51.9% | -118.0% | -74.3% |
| 5Y | -91.9% | +39.0% | -130.9% | -93.1% |
| 10Y | -99.2% | +57.9% | -157.1% | -99.4% |
| All | -99.8% | +2,862.5% | -2,962.2% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling