+2,259.5%
LITE vs FCEL
-99.2%
+2,358.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.8% |
| 7D | -1.5% | -15.8% | +14.3% | -0.2% |
| 30D | +6.7% | -29.3% | +35.9% | +9.7% |
| 3M | -6.8% | -30.1% | +23.4% | -5.2% |
| 6M | +29.4% | +74.4% | -45.0% | +21.9% |
| YTD | +139.1% | +104.5% | +34.6% | +121.4% |
| 1Y | +521.0% | +281.4% | +239.6% | +444.7% |
| 3Y | +1,535.3% | -66.1% | +1,601.4% | +1,502.4% |
| 5Y | +889.8% | -91.9% | +981.7% | +923.2% |
| All | +2,259.5% | -99.2% | +2,358.7% | +3,022.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling