-96.7%
FCEL vs BUD
+51.3%
-147.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -5.4% |
| 7D | -8.3% | +6.0% | -14.3% | -10.7% |
| 30D | -43.0% | +11.3% | -54.3% | -46.3% |
| 3M | -48.2% | +3.6% | -51.7% | -49.7% |
| 6M | -25.0% | +7.7% | -32.7% | -28.9% |
| YTD | +40.6% | +36.4% | +4.3% | +14.3% |
| 1Y | +36.0% | +37.8% | -1.9% | +9.2% |
| 3Y | -66.7% | +51.2% | -118.0% | -76.0% |
| 5Y | -96.7% | +53.4% | -150.1% | -97.9% |
| All | -96.7% | +51.3% | -147.9% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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