+86.2%
SU vs FCEL
+32.6%
+53.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.0% | +1.5% | -4.5% |
| 7D | -7.1% | -14.9% | +7.8% | -7.1% |
| 30D | +4.8% | -41.7% | +46.4% | +4.9% |
| 3M | +12.5% | -53.2% | +65.6% | +12.8% |
| 6M | +6.5% | -19.0% | +25.5% | +3.7% |
| YTD | +65.8% | +44.2% | +21.6% | +57.7% |
| 1Y | +86.2% | +42.4% | +43.7% | +75.5% |
| All | +86.2% | +32.6% | +53.6% | +75.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling