-65.9%
FCEL vs ROIV
+201.4%
-267.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.0% |
| 7D | -15.8% | +0.6% | -16.5% | -16.1% |
| 30D | -29.3% | +1.0% | -30.2% | -29.5% |
| 3M | -30.1% | +18.3% | -48.4% | -34.8% |
| 6M | +74.4% | +18.3% | +56.1% | +60.5% |
| YTD | +104.5% | +61.0% | +43.5% | +57.1% |
| 1Y | +281.4% | +177.9% | +103.5% | +113.6% |
| All | -65.9% | +201.4% | -267.2% | -82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling