+75.4%
USAR vs FCEL
-73.6%
+148.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +18.8% | -18.5% | -3.2% |
| 7D | +2.3% | +4.0% | -1.7% | +0.8% |
| 30D | -8.6% | -13.1% | +4.4% | -7.0% |
| 3M | -20.5% | +14.6% | -35.1% | -24.9% |
| 6M | +1.2% | +133.7% | -132.5% | -16.7% |
| YTD | +48.4% | +143.0% | -94.6% | +22.0% |
| 1Y | +30.6% | +320.9% | -290.2% | +5.4% |
| 3Y | +73.6% | -58.9% | +132.5% | +43.8% |
| All | +75.4% | -73.6% | +148.9% | +44.7% |
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