-97.0%
FCEL vs SPXU
-83.3%
-13.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -4.7% |
| 7D | -2.8% | -7.6% | +4.8% | -7.5% |
| 30D | -31.6% | +5.3% | -37.0% | -26.3% |
| 3M | -52.4% | +9.6% | -62.0% | -46.5% |
| 6M | -51.4% | -4.5% | -46.9% | -47.5% |
| YTD | +32.4% | -25.9% | +58.3% | +25.3% |
| 1Y | +37.5% | -28.9% | +66.4% | +27.7% |
| 3Y | -69.3% | -80.5% | +11.2% | -85.8% |
| All | -97.0% | -83.3% | -13.7% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling