+45.6%
SHOP vs FCEL
-19.7%
+65.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.5% | -4.7% | +1.9% |
| 7D | -2.5% | +3.9% | -6.4% | -2.5% |
| 30D | -16.7% | -33.1% | +16.4% | -17.7% |
| 3M | -2.2% | -43.0% | +40.8% | -3.3% |
| 6M | +45.6% | -31.3% | +76.9% | +42.9% |
| All | +45.6% | -19.7% | +65.2% | +42.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling