-72.2%
OPEN vs FCEL
-76.4%
+4.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.7% | +4.4% | -0.2% |
| 7D | -2.9% | +15.1% | -18.0% | -8.0% |
| 30D | -13.8% | -16.4% | +2.6% | -11.2% |
| 3M | -30.9% | -5.3% | -25.6% | -37.4% |
| 6M | -40.9% | +124.5% | -165.5% | -65.2% |
| YTD | -48.5% | +126.7% | -175.2% | -70.4% |
| 1Y | -50.9% | +219.9% | -270.8% | -76.5% |
| 3Y | -20.6% | -61.6% | +41.0% | -33.7% |
| 5Y | -84.2% | -90.5% | +6.3% | -77.9% |
| All | -72.2% | -76.4% | +4.2% | -62.6% |
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