+20.1%
SWKS vs FCEL
+18.3%
+1.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +11.5% | -10.3% | +0.4% |
| 7D | -6.2% | -11.2% | +5.1% | -5.5% |
| 30D | -1.5% | -45.8% | +44.3% | +2.5% |
| 3M | +23.0% | -51.0% | +73.9% | +27.9% |
| 6M | +27.6% | -22.2% | +49.9% | +24.8% |
| YTD | +32.3% | +36.3% | -3.9% | +21.6% |
| 1Y | +20.1% | +29.0% | -8.9% | +9.1% |
| All | +20.1% | +18.3% | +1.8% | +9.1% |
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