-53.0%
SWKS vs FCEL
-91.9%
+38.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +3.3% |
| 7D | +12.5% | -15.8% | +28.3% | +14.5% |
| 30D | +10.5% | -29.3% | +39.8% | +14.5% |
| 3M | -7.4% | -30.1% | +22.7% | -6.9% |
| 6M | +32.7% | +74.4% | -41.8% | +14.2% |
| YTD | +19.2% | +104.5% | -85.4% | -1.0% |
| 1Y | +2.4% | +281.4% | -279.0% | -24.8% |
| 3Y | -25.6% | -66.1% | +40.5% | -28.3% |
| All | -53.0% | -91.9% | +38.9% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling