-89.7%
FCEL vs BN
+35.3%
-125.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.6% | +21.4% | +21.4% |
| 7D | +4.0% | -1.2% | +5.2% | +4.8% |
| 30D | -13.1% | -10.9% | -2.2% | -2.9% |
| 3M | +14.6% | -11.1% | +25.7% | +27.5% |
| 6M | +133.7% | -4.4% | +138.0% | +138.4% |
| YTD | +143.0% | -14.1% | +157.1% | +176.7% |
| 1Y | +320.9% | -11.1% | +331.9% | +368.3% |
| 3Y | -58.9% | +75.6% | -134.4% | -81.0% |
| 5Y | -89.7% | +35.8% | -125.4% | -93.3% |
| All | -89.7% | +35.3% | -125.0% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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