-91.7%
FCEL vs OVV
+160.2%
-251.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.7% | +2.6% |
| 7D | -15.8% | +0.3% | -16.1% | -16.0% |
| 30D | -29.3% | +11.7% | -41.0% | -32.9% |
| 3M | -30.1% | +9.8% | -39.9% | -34.2% |
| 6M | +74.4% | +26.6% | +47.9% | +53.0% |
| YTD | +104.5% | +67.0% | +37.5% | +57.6% |
| 1Y | +281.4% | +55.9% | +225.5% | +199.6% |
| 3Y | -66.1% | +45.5% | -111.6% | -73.6% |
| All | -91.7% | +160.2% | -251.9% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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