+146.0%
FCEL vs SONY
-16.9%
+162.9%
-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% | +0.3% | +1.2% |
| 7D | +6.3% | -2.7% | +9.0% | +7.2% |
| 30D | -26.7% | +1.5% | -28.2% | -27.8% |
| 3M | -10.2% | +13.0% | -23.2% | -19.9% |
| 6M | +123.5% | +11.2% | +112.3% | +99.0% |
| YTD | +117.4% | -6.6% | +124.0% | +135.4% |
| 1Y | +146.0% | -18.1% | +164.1% | +216.5% |
| All | +146.0% | -16.9% | +162.9% | +216.5% |
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