+281.4%
FCEL vs SONY
-10.8%
+292.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.8% |
| 7D | -15.8% | -1.2% | -14.7% | -15.2% |
| 30D | -29.3% | +9.4% | -38.7% | -33.1% |
| 3M | -30.1% | +10.5% | -40.6% | -35.9% |
| 6M | +74.4% | +11.7% | +62.8% | +57.6% |
| YTD | +104.5% | -4.1% | +108.6% | +121.4% |
| 1Y | +281.4% | -11.8% | +293.2% | +361.6% |
| All | +281.4% | -10.8% | +292.2% | +361.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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