-69.3%
FCEL vs ROIV
+357.5%
-426.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.6% |
| 7D | -2.8% | +1.7% | -4.5% | -3.8% |
| 30D | -31.6% | +17.6% | -49.2% | -39.5% |
| 3M | -52.4% | +9.0% | -61.4% | -55.1% |
| 6M | -51.4% | +35.3% | -86.7% | -59.8% |
| YTD | +32.4% | +82.2% | -49.7% | -12.5% |
| 1Y | +37.5% | +92.3% | -54.8% | -14.0% |
| 3Y | -69.3% | +336.8% | -406.1% | -90.1% |
| All | -69.3% | +357.5% | -426.8% | -90.1% |
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