-89.7%
FCEL vs WEC
+34.9%
-124.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.1% | +17.7% | +18.5% |
| 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% | +14.8% |
| 6M | +133.7% | -5.9% | +139.6% | +135.4% |
| YTD | +143.0% | +4.1% | +138.8% | +136.9% |
| 1Y | +320.9% | +3.1% | +317.7% | +311.9% |
| 3Y | -58.9% | +40.8% | -99.7% | -65.0% |
| 5Y | -89.7% | +31.7% | -121.4% | -90.4% |
| All | -89.7% | +34.9% | -124.5% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling