+3,759.0%
FIX vs FCEL
-99.0%
+3,858.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.5% | -1.5% | +4.5% |
| 7D | +6.4% | +3.9% | +2.6% | +6.2% |
| 30D | -29.1% | -33.1% | +4.0% | -26.8% |
| 3M | -31.1% | -43.0% | +11.8% | -28.4% |
| 6M | -42.8% | -31.3% | -11.5% | -42.3% |
| YTD | +24.6% | +49.8% | -25.2% | +18.2% |
| 1Y | +21.9% | +48.2% | -26.2% | +15.4% |
| 3Y | +524.9% | -64.6% | +589.5% | +510.4% |
| 5Y | +1,092.2% | -96.7% | +1,188.9% | +1,180.7% |
| 10Y | +3,759.0% | -99.0% | +3,858.1% | +4,148.8% |
| All | +3,759.0% | -99.0% | +3,858.0% | +4,148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 10y: compounded portfolio wealth divided by compounded FCEL 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…
10y analysis · Full analysis span regression · 6 months rolling