+1,533.3%
LITE vs FCEL
-98.9%
+1,632.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.6% | +2.1% | +9.9% |
| 7D | -12.9% | +3.0% | -15.9% | -12.9% |
| 30D | -46.0% | -40.0% | -6.0% | -43.2% |
| 3M | -33.0% | -47.0% | +14.0% | -29.0% |
| 6M | -34.0% | -21.0% | -13.0% | -33.2% |
| YTD | +61.7% | +48.0% | +13.7% | +54.8% |
| 1Y | +148.3% | +43.9% | +104.4% | +137.2% |
| 3Y | +1,408.5% | -67.5% | +1,476.0% | +1,405.1% |
| 5Y | +546.2% | -96.7% | +642.8% | +611.6% |
| 10Y | +1,533.3% | -99.0% | +1,632.3% | +2,092.3% |
| All | +1,533.3% | -98.9% | +1,632.2% | +2,092.3% |
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 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