-89.7%
FCEL vs BUD
+45.2%
-134.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.8% | +19.6% | +19.2% |
| 7D | +4.0% | +0.8% | +3.2% | +3.6% |
| 30D | -13.1% | -4.8% | -8.3% | -11.2% |
| 3M | +14.6% | +1.4% | +13.2% | +12.5% |
| 6M | +133.7% | +9.9% | +123.8% | +118.4% |
| YTD | +143.0% | +26.3% | +116.6% | +107.7% |
| 1Y | +320.9% | +36.1% | +284.7% | +239.0% |
| 3Y | -58.9% | +48.6% | -107.5% | -69.9% |
| 5Y | -89.7% | +45.0% | -134.7% | -92.5% |
| All | -89.7% | +45.2% | -134.8% | -92.5% |
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