-90.7%
FCEL vs SONY
+8.8%
-99.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.3% | -6.3% | -6.2% |
| 7D | +6.3% | -5.8% | +12.0% | +11.1% |
| 30D | -18.8% | -0.4% | -18.4% | -19.4% |
| 3M | -3.8% | +13.3% | -17.1% | -17.5% |
| 6M | +121.1% | +8.5% | +112.6% | +95.1% |
| YTD | +113.3% | -8.1% | +121.4% | +121.4% |
| 1Y | +173.5% | -17.9% | +191.4% | +219.2% |
| 3Y | -63.9% | +41.4% | -105.4% | -78.6% |
| 5Y | -90.7% | +9.3% | -100.0% | -91.9% |
| All | -90.7% | +8.8% | -99.5% | -91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling