+1,370.5%
LITE vs FCEL
-66.3%
+1,436.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.6% | +2.1% | +9.1% |
| 7D | -12.9% | +3.0% | -15.9% | -13.0% |
| 30D | -46.0% | -40.0% | -6.0% | -40.6% |
| 3M | -33.0% | -47.0% | +14.0% | -25.5% |
| 6M | -34.0% | -21.0% | -13.0% | -31.7% |
| YTD | +61.7% | +48.0% | +13.7% | +53.2% |
| 1Y | +148.3% | +43.9% | +104.4% | +134.1% |
| All | +1,370.5% | -66.3% | +1,436.8% | +1,478.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling