+298.3%
PSX vs FCEL
-96.5%
+394.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.5% | -3.3% | +3.0% |
| 7D | -0.4% | +3.9% | -4.3% | -0.5% |
| 30D | -8.1% | -33.1% | +25.0% | -7.2% |
| 3M | +15.9% | -43.0% | +58.9% | +17.2% |
| 6M | +49.4% | -31.3% | +80.7% | +47.0% |
| YTD | +104.7% | +49.8% | +54.9% | +92.6% |
| 1Y | +89.1% | +48.2% | +40.9% | +77.4% |
| 3Y | +151.7% | -64.6% | +216.3% | +140.4% |
| 5Y | +298.3% | -96.7% | +395.0% | +352.9% |
| All | +298.3% | -96.5% | +394.8% | +352.9% |
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 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