+273.7%
GE vs FCEL
-68.0%
+341.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +0.9% |
| 7D | +5.4% | -8.3% | +13.7% | +5.6% |
| 30D | +9.6% | -43.0% | +52.6% | +11.5% |
| 3M | -7.7% | -48.2% | +40.4% | -6.1% |
| 6M | +14.0% | -25.0% | +39.0% | +13.6% |
| YTD | +10.2% | +40.6% | -30.5% | +6.5% |
| 1Y | +8.9% | +36.0% | -27.1% | +5.2% |
| 3Y | +273.7% | -66.7% | +340.4% | +271.9% |
| All | +273.7% | -68.0% | +341.6% | +271.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling