+33.6%
KO vs FCEL
+175.4%
-141.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.9% | +6.2% | +0.2% |
| 7D | -1.1% | +6.3% | -7.4% | -0.9% |
| 30D | +1.6% | -18.8% | +20.4% | +1.2% |
| 3M | +5.8% | -3.8% | +9.6% | +5.9% |
| 6M | +14.3% | +121.1% | -106.9% | +16.5% |
| YTD | +27.3% | +113.3% | -86.0% | +29.9% |
| All | +33.6% | +175.4% | -141.9% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling