+226.8%
SOXX vs FCEL
-62.7%
+289.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | -0.1% | +1.6% |
| 7D | +1.4% | +6.3% | -4.9% | +0.4% |
| 30D | -3.6% | -26.7% | +23.1% | -0.5% |
| 3M | -10.2% | -10.2% | 0.0% | -10.7% |
| 6M | +54.2% | +123.5% | -69.2% | +35.9% |
| YTD | +75.2% | +117.4% | -42.2% | +53.8% |
| 1Y | +107.5% | +146.0% | -38.5% | +76.9% |
| 3Y | +226.8% | -61.9% | +288.7% | +209.2% |
| All | +226.8% | -62.7% | +289.5% | +209.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling