+375.0%
RCL vs FCEL
-99.1%
+474.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +1.2% |
| 7D | +8.5% | -8.3% | +16.8% | +9.0% |
| 30D | +20.4% | -43.0% | +63.4% | +25.1% |
| 3M | +11.0% | -48.2% | +59.2% | +15.4% |
| 6M | +24.9% | -25.0% | +49.8% | +22.4% |
| YTD | +23.9% | +40.6% | -16.8% | +13.3% |
| 1Y | +30.8% | +36.0% | -5.2% | +19.3% |
| 3Y | +270.4% | -66.7% | +337.1% | +250.3% |
| 5Y | +296.1% | -96.7% | +392.8% | +334.2% |
| 10Y | +375.0% | -99.0% | +474.1% | +404.8% |
| All | +375.0% | -99.1% | +474.2% | +404.8% |
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