+109.7%
HAL vs FCEL
-90.2%
+199.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +18.8% | -19.5% | -1.9% |
| 7D | +0.5% | +4.0% | -3.5% | 0.0% |
| 30D | +15.9% | -13.1% | +29.0% | +16.5% |
| 3M | -8.7% | +14.6% | -23.3% | -12.0% |
| 6M | +9.0% | +133.7% | -124.6% | -3.3% |
| YTD | +32.0% | +143.0% | -110.9% | +16.0% |
| 1Y | +72.5% | +320.9% | -248.4% | +40.8% |
| 3Y | -4.5% | -58.9% | +54.3% | -9.5% |
| 5Y | +109.7% | -89.7% | +199.3% | +130.1% |
| All | +109.7% | -90.2% | +199.8% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling