-91.7%
FCEL vs LII
+25.3%
-117.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.8% | +1.0% |
| 7D | -15.8% | -0.7% | -15.1% | -15.3% |
| 30D | -29.3% | -12.6% | -16.7% | -21.9% |
| 3M | -30.1% | -24.4% | -5.7% | -15.4% |
| 6M | +74.4% | -28.7% | +103.1% | +118.7% |
| YTD | +104.5% | -19.1% | +123.7% | +127.6% |
| 1Y | +281.4% | -29.7% | +311.1% | +372.4% |
| 3Y | -66.1% | +4.8% | -70.9% | -73.0% |
| All | -91.7% | +25.3% | -117.0% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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