+281.4%
FCEL vs XLRE
+9.1%
+272.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +1.7% |
| 7D | -15.8% | -1.2% | -14.6% | -16.3% |
| 30D | -29.3% | -2.8% | -26.5% | -30.3% |
| 3M | -30.1% | -0.2% | -29.9% | -31.5% |
| 6M | +74.4% | +1.9% | +72.5% | +67.7% |
| YTD | +104.5% | +10.6% | +93.9% | +80.9% |
| 1Y | +281.4% | +8.8% | +272.6% | +243.0% |
| All | +281.4% | +9.1% | +272.2% | +243.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 1y: compounded portfolio wealth divided by compounded XLRE 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…
1y analysis · Full analysis span regression · 6 months rolling