+37.5%
FCEL vs XME
-2.0%
+39.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -3.2% |
| 7D | -2.8% | +0.3% | -3.1% | -2.7% |
| 30D | -31.6% | -6.1% | -25.5% | -23.1% |
| 3M | -52.4% | -18.6% | -33.8% | -34.4% |
| 6M | -51.4% | -23.9% | -27.5% | -25.8% |
| YTD | +32.4% | -9.3% | +41.8% | +74.8% |
| 1Y | +37.5% | +1.8% | +35.7% | +66.1% |
| All | +37.5% | -2.0% | +39.5% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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