+1,563.7%
LITE vs FCEL
-65.9%
+1,629.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.7% |
| 7D | -1.5% | -15.8% | +14.3% | +0.9% |
| 30D | +6.7% | -29.3% | +35.9% | +12.2% |
| 3M | -6.8% | -30.1% | +23.4% | -3.8% |
| 6M | +29.4% | +74.4% | -45.0% | +18.1% |
| YTD | +139.1% | +104.5% | +34.6% | +112.1% |
| 1Y | +521.0% | +281.4% | +239.6% | +405.5% |
| All | +1,563.7% | -65.9% | +1,629.6% | +1,591.3% |
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