-89.7%
FCEL vs GEN
+22.3%
-112.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.7% | +21.5% | +20.0% |
| 7D | +4.0% | -0.7% | +4.7% | +3.8% |
| 30D | -13.1% | +2.6% | -15.7% | -15.0% |
| 3M | +14.6% | +15.8% | -1.2% | +4.2% |
| 6M | +133.7% | +33.1% | +100.5% | +95.3% |
| YTD | +143.0% | +11.3% | +131.7% | +121.6% |
| 1Y | +320.9% | +1.7% | +319.2% | +302.9% |
| 3Y | -58.9% | +58.1% | -117.0% | -70.7% |
| 5Y | -89.7% | +20.6% | -110.3% | -92.9% |
| All | -89.7% | +22.3% | -112.0% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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