+3,663.5%
SHOP vs FCEL
-99.0%
+3,762.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.5% | -4.7% | +1.2% |
| 7D | -2.5% | +3.9% | -6.4% | -2.9% |
| 30D | -16.7% | -33.1% | +16.4% | -14.1% |
| 3M | -2.2% | -43.0% | +40.8% | +1.1% |
| 6M | +45.6% | -31.3% | +76.9% | +41.8% |
| YTD | -7.3% | +49.8% | -57.1% | -18.2% |
| 1Y | -6.1% | +48.2% | -54.3% | -17.4% |
| 3Y | +143.3% | -64.6% | +207.9% | +125.2% |
| 5Y | +0.2% | -96.7% | +96.9% | +10.6% |
| 10Y | +3,663.5% | -99.0% | +3,762.5% | +4,405.1% |
| All | +3,663.5% | -99.0% | +3,762.5% | +4,405.1% |
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