+65.9%
LIN vs FCEL
-97.0%
+162.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.4% | +5.6% | -0.6% |
| 7D | +0.2% | +14.8% | -14.5% | -0.2% |
| 30D | +6.2% | -33.9% | +40.0% | +7.3% |
| 3M | +9.3% | -52.7% | +62.0% | +11.3% |
| 6M | +4.4% | -40.0% | +44.4% | +3.7% |
| YTD | +23.7% | +40.2% | -16.5% | +17.6% |
| 1Y | +23.5% | +32.9% | -9.5% | +17.3% |
| 3Y | +35.8% | -66.8% | +102.6% | +32.2% |
| 5Y | +65.9% | -97.0% | +162.8% | +96.3% |
| All | +65.9% | -97.0% | +162.8% | +96.3% |
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