+296.4%
SPGI vs FCEL
-99.1%
+395.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.7% | +4.1% | -2.4% |
| 7D | -3.1% | +15.1% | -18.2% | -3.5% |
| 30D | +2.0% | -16.4% | +18.5% | +2.4% |
| 3M | +4.3% | -5.3% | +9.6% | +3.3% |
| 6M | -0.2% | +124.5% | -124.8% | -5.0% |
| YTD | -14.8% | +126.7% | -141.5% | -19.2% |
| 1Y | -18.5% | +219.9% | -238.4% | -24.3% |
| 3Y | +16.0% | -61.6% | +77.6% | +12.8% |
| 5Y | +2.2% | -90.5% | +92.7% | +2.4% |
| 10Y | +296.4% | -99.1% | +395.5% | +299.9% |
| All | +296.4% | -99.1% | +395.6% | +299.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling