+163.0%
LITE vs FCEL
+28.7%
+134.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.6% | +1.1% | -3.0% |
| 7D | +10.8% | -2.8% | +13.6% | +11.9% |
| 30D | -33.4% | -31.6% | -1.8% | -26.0% |
| 3M | -32.2% | -52.4% | +20.2% | -19.3% |
| 6M | -42.1% | -51.4% | +9.3% | -32.0% |
| YTD | +61.9% | +32.4% | +29.4% | +72.4% |
| 1Y | +163.0% | +37.5% | +125.5% | +174.2% |
| All | +163.0% | +28.7% | +134.3% | +174.2% |
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