+234.3%
PLD vs FCEL
-99.2%
+333.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.8% |
| 7D | -2.4% | -15.8% | +13.4% | -1.8% |
| 30D | -2.4% | -29.3% | +26.9% | -1.3% |
| 3M | -3.8% | -30.1% | +26.3% | -3.8% |
| 6M | 0.0% | +74.4% | -74.4% | -4.8% |
| YTD | +9.2% | +104.5% | -95.3% | +2.8% |
| 1Y | +25.9% | +281.4% | -255.5% | +14.1% |
| 3Y | +21.3% | -66.1% | +87.4% | +17.9% |
| 5Y | +14.1% | -91.9% | +106.0% | +14.6% |
| All | +234.3% | -99.2% | +333.5% | +235.7% |
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