+63.3%
LIN vs FCEL
-96.5%
+159.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.5% | -12.7% | -1.5% |
| 7D | +0.2% | -11.2% | +11.4% | +0.5% |
| 30D | +6.5% | -45.8% | +52.2% | +8.2% |
| 3M | +5.5% | -51.0% | +56.5% | +7.2% |
| 6M | +3.3% | -22.2% | +25.6% | +1.5% |
| YTD | +22.0% | +36.3% | -14.2% | +16.1% |
| 1Y | +25.7% | +29.0% | -3.3% | +19.6% |
| 3Y | +36.2% | -70.9% | +107.1% | +34.0% |
| All | +63.3% | -96.5% | +159.9% | +87.5% |
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