-58.9%
FCEL vs WEC
+42.2%
-101.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.1% | +17.7% | +18.6% |
| 7D | +4.0% | +0.8% | +3.2% | +3.8% |
| 30D | -13.1% | +0.3% | -13.4% | -13.1% |
| 3M | +14.6% | -2.9% | +17.5% | +14.3% |
| 6M | +133.7% | -5.9% | +139.6% | +134.3% |
| YTD | +143.0% | +4.1% | +138.8% | +134.8% |
| 1Y | +320.9% | +3.1% | +317.7% | +308.4% |
| 3Y | -58.9% | +40.8% | -99.7% | -69.3% |
| All | -58.9% | +42.2% | -101.1% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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