-96.9%
FCEL vs ROIV
+378.2%
-475.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.5% | +6.2% | +5.4% | +9.3% |
| 7D | -11.2% | +5.3% | -16.6% | -12.7% |
| 30D | -45.8% | +11.9% | -57.7% | -47.8% |
| 3M | -51.0% | +10.7% | -61.7% | -52.3% |
| 6M | -22.2% | +34.9% | -57.2% | -28.2% |
| YTD | +36.3% | +79.2% | -42.9% | +14.6% |
| 1Y | +29.0% | +89.0% | -60.0% | +6.5% |
| 3Y | -70.9% | +337.3% | -408.2% | -80.8% |
| All | -96.9% | +378.2% | -475.2% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling