-83.6%
OPEN vs FCEL
-90.2%
+6.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +18.8% | -21.3% | -9.3% |
| 7D | +1.0% | +4.0% | -3.0% | -2.1% |
| 30D | -11.9% | -13.1% | +1.2% | -10.2% |
| 3M | -28.8% | +14.6% | -43.4% | -41.6% |
| 6M | -38.6% | +133.7% | -172.3% | -68.1% |
| YTD | -47.3% | +143.0% | -190.3% | -73.9% |
| 1Y | -49.2% | +320.9% | -370.0% | -82.3% |
| 3Y | -18.8% | -58.9% | +40.1% | -34.0% |
| 5Y | -83.6% | -89.7% | +6.0% | -68.2% |
| All | -83.6% | -90.2% | +6.5% | -68.2% |
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