-93.3%
OPEN vs FCEL
-96.7%
+3.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.6% | -7.9% | -2.4% |
| 7D | -21.7% | +3.0% | -24.7% | -24.2% |
| 30D | -36.5% | -40.0% | +3.5% | -26.0% |
| 3M | -59.5% | -47.0% | -12.5% | -53.1% |
| 6M | -71.9% | -21.0% | -50.8% | -77.2% |
| YTD | -75.8% | +48.0% | -123.8% | -86.9% |
| 1Y | -78.5% | +43.9% | -122.4% | -88.5% |
| 3Y | -30.2% | -67.5% | +37.3% | -46.3% |
| 5Y | -93.3% | -96.7% | +3.4% | -74.2% |
| All | -93.3% | -96.7% | +3.4% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling