-60.3%
FCEL vs SPXU
-79.8%
+19.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.4% | -8.1% | -5.8% |
| 7D | +15.1% | +1.3% | +13.8% | +15.9% |
| 30D | -16.4% | +5.1% | -21.6% | -13.5% |
| 3M | -5.3% | -9.1% | +3.9% | -7.7% |
| 6M | +124.5% | -29.6% | +154.1% | +96.8% |
| YTD | +126.7% | -27.7% | +154.4% | +104.3% |
| 1Y | +219.9% | -37.0% | +256.8% | +177.4% |
| All | -60.3% | -79.8% | +19.5% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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