+32.4%
SWKS vs FCEL
-98.9%
+131.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.9% | +0.2% |
| 7D | -2.7% | +3.0% | -5.8% | -3.1% |
| 30D | +8.5% | -40.0% | +48.5% | +12.0% |
| 3M | +17.3% | -47.0% | +64.3% | +21.3% |
| 6M | +25.1% | -21.0% | +46.1% | +22.6% |
| YTD | +33.3% | +48.0% | -14.7% | +23.3% |
| 1Y | +22.9% | +43.9% | -21.0% | +13.3% |
| 3Y | +5.5% | -67.5% | +73.0% | +1.2% |
| 5Y | -41.9% | -96.7% | +54.8% | -38.0% |
| 10Y | +32.4% | -99.0% | +131.4% | +52.5% |
| All | +32.4% | -98.9% | +131.4% | +52.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling