+2,989.4%
SHOP vs FCEL
-99.1%
+3,088.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.7% | +1.2% | -4.9% |
| 7D | -10.6% | +15.1% | -25.7% | -11.9% |
| 30D | -18.3% | -16.4% | -1.9% | -17.6% |
| 3M | +14.8% | -5.3% | +20.1% | +11.5% |
| 6M | -5.0% | +124.5% | -129.6% | -17.8% |
| YTD | -21.2% | +126.7% | -147.9% | -32.4% |
| 1Y | -11.6% | +219.9% | -231.5% | -27.7% |
| 3Y | +101.2% | -61.6% | +162.9% | +86.9% |
| 5Y | -15.7% | -90.5% | +74.8% | -12.2% |
| 10Y | +2,989.4% | -99.1% | +3,088.5% | +3,633.7% |
| All | +2,989.4% | -99.1% | +3,088.6% | +3,633.7% |
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