+96.1%
PSX vs FCEL
+38.9%
+57.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.4% | +8.0% | +1.6% |
| 7D | +6.4% | +14.8% | -8.4% | +6.5% |
| 30D | -10.2% | -33.9% | +23.7% | -10.5% |
| 3M | +17.2% | -52.7% | +69.9% | +16.3% |
| 6M | +51.8% | -40.0% | +91.8% | +48.8% |
| YTD | +108.0% | +40.2% | +67.8% | +96.9% |
| 1Y | +96.1% | +32.9% | +63.2% | +84.9% |
| All | +96.1% | +38.9% | +57.2% | +84.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling