+640.4%
FLEX vs FCEL
-98.9%
+739.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.6% | +3.4% | +11.3% |
| 7D | -7.2% | +3.0% | -10.2% | -7.2% |
| 30D | -34.8% | -40.0% | +5.2% | -31.9% |
| 3M | -35.6% | -47.0% | +11.5% | -32.4% |
| 6M | -45.0% | -21.0% | -24.0% | -45.0% |
| YTD | +29.4% | +48.0% | -18.6% | +22.3% |
| 1Y | +24.8% | +43.9% | -19.1% | +17.8% |
| 3Y | +304.4% | -67.5% | +371.9% | +296.7% |
| 5Y | +484.1% | -96.7% | +580.7% | +534.1% |
| 10Y | +640.4% | -99.0% | +739.4% | +711.2% |
| All | +640.4% | -98.9% | +739.3% | +711.2% |
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