+18.9%
SWKS vs FCEL
+32.6%
-13.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.0% | +3.1% | -2.5% |
| 7D | -4.9% | -14.9% | +9.9% | -3.9% |
| 30D | -1.2% | -41.7% | +40.5% | +2.3% |
| 3M | +24.2% | -53.2% | +77.3% | +30.0% |
| 6M | +21.5% | -19.0% | +40.5% | +18.3% |
| YTD | +33.5% | +44.2% | -10.7% | +20.9% |
| 1Y | +18.9% | +42.4% | -23.5% | +5.2% |
| All | +18.9% | +32.6% | -13.7% | +5.2% |
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 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