+320.9%
FCEL vs ROIV
+221.6%
+99.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +18.8% | 0.0% | +3.3% |
| 7D | +4.0% | +20.2% | -16.2% | -10.3% |
| 30D | -13.1% | +14.1% | -27.2% | -21.8% |
| 3M | +14.6% | +45.6% | -31.0% | -9.3% |
| 6M | +133.7% | +44.1% | +89.6% | +82.0% |
| YTD | +143.0% | +91.2% | +51.8% | +55.0% |
| 1Y | +320.9% | +221.3% | +99.6% | +12.5% |
| All | +320.9% | +221.6% | +99.3% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling